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Financial planning

Former senior ASIC executive claims regulator’s task has shifted while the organisation has stood still....

Superannuation

Different needs and spending habits mean women may need between $12,000 to $20,000 more than men in retirement....

Financial planning

Is scaled advice a game only the big guys can play? Malavika Santhebennur explores some of the things that might be stopping smaller financial planning practices from pro...

Superannuation

Changing the trustee of a SMSF is critically important. SMSF deeds differ significantly in how a change of trustee is to be implemented, write Jared Lynch and Bryce Figot...

Financial planning

Former AFS adviser Gabriel Nakhl has been permanently banned from providing financial advice after entering into an enforceable undertaking....

Financial planning

Lawyer advises licensees to get ready to change their dispute resolution systems, with ASIC now requiring them to act quicker....

Superannuation

Cooper defends work of super charter group despite it being “binned” by the new Government....

Superannuation

SMSF regulation should be handed to APRA instead of the ATO, according to a Super Review/Money Management roundtable....

Financial planning

Adviser sentenced to jail and permanently banned from providing financial services....

Financial planning

A South Australian mortgage broker has been convicted after he pleaded guilty to providing misleading home loan appraisal letters to Westpac. ...

Financial planning

Unlisted property vehicle the Australian Property Opportunities Fund this week announced the acquisition of two neighbourhood shopping centre investments — one in Melbour...

Financial planning

A Melbourne mortgage broker has been banned for five years and his company’s Australian credit licence was cancelled after breaching credit laws....

People & Products

Madison Financial Group has appointed former Infocus Wealth Management head of business development/practice management Giulio Russo as general manager....

Financial planning

Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believe...

Funds management

Despite interest rates remaining at historic lows, AMP Capital says there are five alternatives to cash and term deposits that may provide investors with growth opportuni...

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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’...

2 months ago

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

2 months 4 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...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week ago

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

3 weeks ago

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

2 weeks 5 days ago
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