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FINANCIAL ADVICE
Superannuation
SMSF trustees making changes to their portfolio were more likely to have followed planning advice to seek better returns, while more than half of non-SMSF investors made ...
Editorial
The findings of the Ripoll Inquiry have been broadly welcomed by the financial planning industry, but as Mike Taylor reports, they will ultimately be diluted by the findi...
Financial planning
The institute of actuaries has urged the separation of advice costs as part of a broader subdivision of superannuation fund investment and administration costs....
Financial planning
Commission rebate services may be perceived as competing with financial advisers, but they can actually help advisers place control over fees back into the hands of clien...
Financial planning
The big universities-based fund UniSuper has opted for an in-house approach to financial planning based on fee-for-service and salaried planners....
Editorial
It is time for Industry Super Network's David Whiteley to put down the verbal cudgels and for his industry funds’ backers to cease their consequent expenditure of members...
Financial planning
The Minister for Financial Services, Chris Bowen makes clear the Ripoll Inquiry will not be viewed by the Government in isolation, with much now depending on the findings...
Financial planning
The Parliamentary Joint Committee that has investigated aspects of the financial services industry over the past nine months has made 11 wide-ranging reform recommendatio...
Financial planning
Association of Superannuation Funds of Australia (ASFA) chief Pauline Vamos is concerned that financial planners aren't responding to different retirement phases with dif...
Financial planning
The Association of Financial Advisers (AFA) has endorsed the drive to raise the financial planning education bar, however, CEO Richard Klipin said theoretical knowledge m...
Superannuation
The Australian Securities and Investments Commission has banned a NSW financial adviser from providing financial services for 10 years after finding he failed to disclose...
Financial planning
The Minister for Financial Services, Superannuation and Corporate Law, Chris Bowen, said any future regulatory change will be guided by the need to provide high quality f...
Financial planning
According to the results of a recent shadow shop, consumers steer away from in-house bank planners when it comes to financial advice....
Financial planning
IFSA's super charter alters fee structures for advice and changes the ground rules on advertising....
Financial planning
The chairman of the parliamentary inquiry into the financial services industry believes that while the payment links between product providers, advisers and clients are ‘...
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MARKET INSIGHTS
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...