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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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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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