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Financial planning
The CFA Institute Centre for Financial Market Integrity is calling for greater regulation of share pledges by directors and controlling shareholders of publicly listed co...
Financial planning
A review by ASIC may see ratings houses handed more power to control which product manufacturers use their analyses and how they are used....
Financial planning
At the recent Investment and Financial Services Association conference, Money Management conducted a round table in which inndustry leaders canvassed various issues facin...
Financial planning
MCCA Asset Management has launched a shariah-compliant retail managed investment mortgage fund, with clients able to invest as little as $500. The fund is believed to be ...
Financial planning
Statements of Advice should include a clear explanation of the leveraging impact of any gearing accompanying investments, according to a submission by AXA to the Parliame...
Financial planning
ING has argued for the intra-fund advice regime to be extended to financial planners, while also calling for more stringent licensing rules and education standards....
Financial planning
Banned from providing financial services for six years on matters relating to the operation of a private mortgage investment business....
Financial planning
QInvest submission argues that advisers are at cross-roads and that they cannot serve two masters....
Editorial
As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MAC...
Financial planning
MLC has used its submission to the Ripoll Inquiry to call for a comprehensive review of the Financial Services Reform Act, saying the FSR is working against its original ...
Editorial
Dispensations granted to superannuation funds with respect to intra-fund advice are what many had hoped for but they carry the risk of reputational damage if things go wr...
Financial planning
The FPA's submission to the PJC has called for tough credentialing before people can call themselves financial planners in a move aimed at further developing a profession...
Financial planning
The chairman of the Australian Securities and Investments Commission has hinted that the basis for the Corporations Act and ASIC's role may be re-examined....
Financial planning
The FPA chief executive and chair have written to the parliamentarians reviewing financial services urging a restoration of confidence in planning....
Financial planning
A dispute resolution process between Storm clients and the Commonwealth Bank has been put in place in order to avoid a lengthy litigation process....
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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...