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Financial planning
Australian customers have little loyalty to their bank, with most splitting their investments and products across four or more financial institutions, a survey shows. ...
Life/Risk
ASIC’s upcoming report on risk insurance churn is likely to lead to further debate on removing commissions but would overlook the related costs of advice according to Syn...
Accounting
A Melbourne accountant has been jailed for five years and eight months for operating 21 unregistered managed investment schemes relating to property development....
Financial planning
Dealer group Libertas Financial Planning expands its dealer services model to accountants and signs first accountancy practice to the service....
Financial planning
The FWC expert panel has been challenged to give thorough reasoning for its default fund choices if the process goes ahead, with fears funds could be selected haphazardly...
Financial planning
Learn about the pros and cons of owning AFSL and weighs them up against becoming an authorised representative of a larger licensee...
Funds management
Australian property investors are missing out on an opportunity to cut their taxable income by failing to correctly assess their property’s annual depreciation....
Financial planning
ASIC’s enforcement report for the first six months of this year appears to have skirted the issues that made the biggest headlines....
Funds management
Institutional managers made more revenue in the retail market in 2013 compared to their retail-oriented counterpart....
Financial planning
The Commonwealth Bank has emerged a winner for customer satisfaction despite it being embroiled in scandals and bad publicity....
Financial planning
Banks’ efforts to capture lending market share has led to a surge in demand for mortgage experts, according to a Hays survey....
Superannuation
Baby boomers’ retirement plans are being impacted by rising aged care costs, director of FMS Group, Christine Hornery, believes....
Financial planning
The Federal Court has made interim asset preservation orders by consent against former Western Australia-based financial adviser Marion Joan Pearson and Colisa Pty Ltd, f...
People & Products
Software and processing solutions firm SunGard Australia has appointed Grant Ives for its newly created role of director insurance solutions....
Superannuation
A Victorian man has been charged with fraud after he allegedly coaxed investors to refinance their self-managed super funds and/or homes to fund his property development ...
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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...