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FINANCIAL ADVICE
Funds management
Wealthy and Wise Lifestyle Planning will be opening a chain of retail shopfronts that will serve as one-stop-shops for both financial advice and real estate services....
Financial planning
Industry superannuation fund LUCRF Super has joined the growing list of funds providing advice under an AFSL....
Financial planning
The AFA has heightened its calls for financial advice to become tax deductible, while the NIA says Australia will have to wait for serious tax reform....
Financial planning
Advisers should utilise the proposed overhaul of financial advice as an opportunity to review more than just their remuneration structure, according to Strategy Steps dir...
Financial planning
Dealer groups owned by product providers will prosper while mid to large-scale independent planning groups may struggle to survive under financial advice industry reforms...
Financial planning
Key bodies representing the financial services industry have broadly welcomed the Rudd Government's plans to overhaul the financial advice industry, but there are some ca...
Superannuation
Accountants will no longer be able to provide advice on the establishment or closure of SMSFs without holding an Australian Financial Services Licence if reforms announce...
Editorial
The debate about financial advice commissions has moved onto insurance products....
Financial planning
Financial planners have been warned they risk failing recommended fiduciary requirements to act in their clients' best interests if they choose not to advise on margin le...
Editorial
Industry Super Network's spokesman David Whiteley has criticised the Financial Planning Association's position on commissions associated with the sale of life insurance....
Financial planning
The Australian Bankers' Association has warned of the consequences of too much focus being placed on superannuation in the provision of financial advice....
Financial planning
The Industry Super Network has paid for new research into financial planning. The research predicts a rosy future for intra-fund advice, but little change for holistic ad...
Financial planning
Big West Australian fund GESB wants more effort put into telling consumers about the value of advice....
Financial planning
Australian women are more likely to seek financial advice from friends and family, while men are more likely to get advice from the media or a professional....
Editorial
Bryan Ashenden takes a look at the far-reaching impact the recommendations of the Ripoll Inquiry could have on the financial services industry....
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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...