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FINANCIAL ADVICE
Financial planning
FOFA reforms will mean financial advice groups will either move down the vertical integration path towards a hybrid model or focus purely on the professional advice model...
Financial planning
A former Perth stockbroker is facing fraud charges totalling $8.8 million, following an 18-month ASIC investigation....
Superannuation
Accountants handling SMSFs will be able to cover off licensing via arrangement with MLC and AXA....
Financial planning
The concerns about FOFA held by Australian financial planners have been placed in a global context....
Financial planning
The Institute of Public Accountants (IPA) has announced a partnership with AXA and MLC to provide its 22,000 members with a comprehensive financial services package....
Financial planning
With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...
Editorial
The financial planning industry has been undertaking some intense lobbying in recent weeks in the hope of extracting some key amendments to the Government’s Future of Fin...
Financial planning
Macquarie Private Wealth has bolstered its advice team with the appointment of 19 new advisers across six of its state offices in the past six months....
Superannuation
The CSSA is concerned that proposed intra-fund financial advice measures could lead to personal advice fees being bundled in with fund administration fees....
Financial planning
Financial planning executive Neil Younger will make a move to ANZ Wealth next month to head up practice-based financial planning, the banking group has announced....
Financial planning
The financial services regulator has raised several concerns with respect to financial advice provided at the Australian Financial Services (AFS) Group, and will impose a...
Financial planning
Cost-effective scaled advice will only be possible if the Government gets the policy and regulatory settings right, according to ANZ general manager for advice and distri...
Financial planning
Key AMP financial planning groups have retained Sequential Project Services to help them with regulatory changes stemming from the Government's upcoming Future of Financi...
Financial planning
The fallout from a variety of managed investment schemes (MISs) that collapsed following the onset of the global financial crisis continues to play out through the Financ...
Accounting
Financial planning group OmniWealth is adding accounting and legal services, hoping to attract more planners to the firm....
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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...