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Financial planning
A potential disadvantage of outsourcing paraplanning is that advisers can come to rely so much on the services of a paraplanning firm, that they abdicate their profession...
Financial planning
Managed funds continue to be the preferred investment option for Australians, according to a new survey of 4,500 investors....
Financial planning
The placement of a Victorian vendor of equity release products into voluntary administration on Monday has intensified warnings to retirees to take extreme care before bu...
Financial planning
Federal Government moves to cut the compliance burden on the financial planning industry could backfire, creating more questions than answers for advisers....
Financial planning
An adviser who sought to encourage people into self-managed superannuation funds by helping them locate lost super accounts has been convicted in the Federal Court and or...
Financial planning
The corporate regulator is standing by its decision to ask Bridges Financial Planning to conduct an external audit of its compliance procedures, despite claims by Bridges...
Financial planning
Van Eyk Research has signed its fourth research alliance of the year, partnering with Chant West Financial Services to provide industry super fund ratings to clients....
Superannuation
With the baby boomer generation now entering retirement, or certainly looking down the gun barrel, the focus on retirement income streams, by both the government and fina...
Financial planning
The launch of reverse mortgage products into the Australian market could offer individuals without significant super savings the opportunity to create an income stream in...
Financial planning
There are very few genuinely new products in financial services. Usually they are variations on an existing theme, and structured products fall very much into this catego...
Financial planning
Tasmanian financial planner Brendan Moore could still escape criminal conviction when he is sentenced by a Federal judge on November 2, even though he pleaded guilty to t...
Financial planning
A former director of the now defunct Whet Investments has been ordered to pay more than $200,000 to the failed company’s administrators following an investigation by the ...
Superannuation
If there’s a constant in the ongoing industry debate over net benefits to super fund members, it is the regularity with which the key players have asked the Australian Se...
Superannuation
The gentle rumble that was self-managed super has grown into a resounding roar over the last few years. I guess it’s for all the right reasons – a sense of control, the p...
Financial planning
Former Sydney City Councillor Kathryn Greiner will step down as chair of the FPA after one year at the top of the industry body....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...