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FINANCIAL ADVICE
Financial planning
Plan B suggests the financial services industry may need two sets of standards....
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
A Sydney financial planner who has worked with former clients of Storm Financial in recent months has pointed to an aggressive sales culture within the failed group, incl...
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....
Financial planning
The degree to which superannuation funds comply with the regulatory constraints surrounding the new intra-fund advice regime will rely on how closely they are watched by ...
Financial planning
Guardian Financial Planning head Steve Browning claims intra-fund advice should be termed 'informed guidance' rather than 'advice'....
Financial planning
AMP chief executive Craig Dunn used the words 'process-driven' and 'industrialised' to describe the way planning businesses will need to evolve, while also flagging a new...
Financial planning
The push to reduce super fees to an average of 1 per cent and create fee transparency will create demand pressure on costs....
Financial planning
Rebate services provider YourShare has said many financial planners are holding themselves out to be purely fee for service when in fact they are charging commissions as ...
Financial planning
Licensing system allowing product providers to hold financial services licences should be investigated....
Financial planning
The Obama Administration has released proposals that would see improved standards of transparency and accountability for providers of financial advice in the US....
Financial planning
The chief executive of the Commonwealth Bank of Australia has admitted there were "shortcomings" relating to loans granted to clients of the failed financial planning gro...
Financial planning
Consumer group Choice is lobbying the Government to ban what it describes as "perverse incentives" paid to financial advisers that serve to make the advice consumers rece...
Accounting
Dealer group Hillross is exploiting a growing trend by accounting firms to include financial planning in their offering to help drive its growth....
Financial planning
Dealer group Financial Services Partners to release book on how to navigate a period of unemployment....
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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...