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FINANCIAL ADVICE
Financial planning
Australians are increasingly conflicted on their outlook towards retirement, with some confident their savings will sufficiently last while others say they no longer see ...
Financial planning
AMP intends to launch a digital advice service for both its advisers and its superannuation divisions next year....
People & Products
Centrepoint Alliance has appointed a former senior Colonial First State executive as an independent non-executive director on its board....
Financial planning
Netwealth CEO, Matt Heine, has identified financial advice as one of six areas he believes will be beneficiaries of the growth in artificial intelligence....
Financial planning
The former director of a financial advice group has been disqualified from managing corporations after ASIC found he put investor funds at risk and made misleading and de...
Financial planning
Financial advisers receive the second-highest expenditure in ASIC’s financial services and wealth division, according to documents, ahead of investment managers and super...
Financial planning
The government has released the first consultation on its Delivering Better Financial Outcomes reforms, focused on removing regulatory red tape....
Financial planning
The Australian Financial Complaints Authority has opened a consultation into how it determines compensation for complaints involving financial advisers....
Financial planning
An advice association has called for the financial adviser exam to be scrapped, arguing it has served its purpose and is an unnecessary expense....
Financial planning
The digital financial advice platform has reported strong growth over the past six months, driven by a surge in customers and the growing demand for advice. ...
Financial planning
ASIC has indicated its disappointment that “little improvement” has been made on the reportable situation regime but financial advice breaches have declined over the year...
Financial planning
Servicing younger clients focused on accumulating wealth, who are often turned away by other advisers, is an integral part of new Melbourne financial advice practice Bold...
People & Products
A new digital platform has launched, which connects financial advisers with clients needing urgent support about matters such as divorce and adoption, as well as other pr...
Funds management
Morningstar’s former managing director Jamie Wickham has resurfaced several months after leaving the research house where he worked for 17 years....
Financial planning
Two investment firms have made up almost half of investment and advice complaints as AFCA reports a rise of 589 per cent in complaints about inappropriate advice during F...
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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...