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FINANCIAL ADVICE
Superannuation
Vertical integration is off the radar for the time being but may come back if amendments to the FOFA legislation are revived according to ISA. ...
Financial planning
Accounting graduates may prove the “feeding ground” for the evolving financial advice space, according to the head of the AFA. ...
Financial planning
Australia’s growing number of ultra-high net worth individuals (UHNWIs) will require financial advisors with generalist - not just investment - knowledge, a new report re...
Financial planning
A number of advisers have launched a crowd-funding effort to counter the negative publicity which has impacted the planning profession....
Financial planning
Certainty around the FOFA reforms is set to provide financial services sector employers with the security to increase staff numbers a new survey reveals....
Financial planning
The Capital Markets Cooperative Research Centre says ASIC chairman, Greg Medcraft, is off the mark when he pushes for a national exam in the absence of evidence it will a...
Financial planning
Consumer group Choice has resumed its call for a ban on asset-based fees....
Financial planning
The raft of reviews and inquiries into the financial planning sector has created the optimal set of circumstances in which to lift professional and educational standards ...
Financial planning
Many advisers are struggling to find their place in the post-FOFA industry, leading to a surge in mergers and acquisitions (M&A) and early retirements. ...
Financial planning
The Australian Bankers Association has defended vertical integration claiming many super funds are vertically integrated too....
Accounting
ASIC must forge a tighter relationship with the industry it regulates if it is to improve effectiveness of its regulation, according to CPA Australia and Chartered Accoun...
Financial planning
ISA has reiterated its calls for advisers to move with haste to a fee-for-service model, with all commission-based fees banned, including on life insurance....
Financial planning
Dealer group heads expect to see the initial influx of accountants to planning under the new licensing regime....
Accounting
Financial advisers should require more than one semester unit in tax law if they want to be licensed to provide tax advice, the Institute of Public Accountants believes....
Financial planning
The directors and trustees of investment companies carry far less regulatory onus than financial planners, according to Centrepoint Alliance....
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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...