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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....
Financial planning
Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett. ...
Financial planning
Instead of moving for a rapid shut-down of the commissions system, the Ripoll Inquiry has recommended a graduated approach with ongoing consultation between Government an...
Financial planning
The Parliamentary Joint Committee led by Bernie Ripoll has recommended ASIC commence immediate work on the creation of a professional standards board for financial advise...
Editorial
With the speed of risk insurance product change having increased dramatically, guarantees of upgrade have become a vital tool for financial advisers....
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...
Life/Risk
Concerns about the churning of life insurance policies have emerged, with increases in risk-writing by advisers coinciding with a rise in attrition rates for insurance co...
Financial planning
New software is being introduced that will allow superannuation funds to take members right through to a draft Statement of Advice - all online and without needing to tal...
People & Products
Van Eyk Three Pillars has appointed PricewaterhouseCoopers as financial adviser as part of a wider strategic review....
Financial planning
The Commonwealth Bank has changed its process for notifying clients of margin calls in response to the Storm Financial debacle, despite acknowledging the intermediary mod...
Editorial
Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....
Editorial
With lofty ambitions and relative confidence, many Generation Y investors are ready to buy into the housing market, writes Kristy Sheppard. ...
Financial planning
We have all heard the latest preachers of strategy, but when it comes down to the crunch, that is all we have, writes Nick Blomfield....
Editorial
Recent events in global markets have highlighted how investor confidence, emotions and psychology can play a vital role in driving market upturns and downturns....
Financial planning
Australia Post is running a 'lifestyle survey' that canvasses consumers' use of investment products, including margin loans and reverse mortgages, and then provides leads...
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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...