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FINANCIAL ADVICE
Financial planning
ASIC has launched a digital toolkit aimed at helping Australians navigate financial advice and assist with the research....
Financial planning
ASIC has banned a former Westpac financial adviser from providing financial services for eight years after finding cases of inappropriate advice provided to clients....
Editorial
Mike Taylor writes that accountant licensing has thus far proved to be the revolution which has not quite happened but the clock is still ticking. ...
Financial planning
Industry associations have welcomed the Federal Government’s introduction of the bill to mandate higher education and professional standards for advisers....
Financial planning
The Minister for Revenue and Financial Services, Kelly O’Dwyer, has introduced the bill to mandate professional standards and education into Parliament today....
Financial planning
The financial advice market is at an inflection point of various underlying business models within Australia’s licensee brands, according to Fitzpatricks Private Wealth....
Financial planning
NAB Financial Planning has announced deep cuts to its entry-level financial adviser roles as part of a realignment of its business....
Funds management
New investors benefited more from the positive results from capital markets while older investors worried about the future, Australian Unity’s index showed....
Policy & Regulation
The Governance Institute has urged the Senate to wait for hard evidence from a whistleblowing project from Griffith University before making recommendations rather than r...
People & Products
Suncorp has announced it would offer white-labelled Challenger annuities via its adviser channel....
Superannuation
Super funds have a chance to boost their financial advice offering and engage with members who craved increased returns amid unstable financial markets....
Features
Trust needs to be established as a core competency to help deliver quality advice and to help consumer regain trust in financial services, Charmaine Cheung writes....
Financial planning
Financial advisers have so far failed to tap into the untouched customer base of around 18.5 million people....
Financial planning
The Commonwealth Bank has offered almost $4.9 million in compensation to clients who received poor advice while it has offered compensation to 201 cases for poor advice i...
News
Bankwest was in the process of closing its salaried advice business with the CBA offering the advice team opportunities to transition to Financial Wisdom. ...
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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...