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FINANCIAL ADVISER
Policy & Regulation
Debate over the Government’s FOFA amendments has distracted Australians from focusing on the real purpose of financial advice, the AFA believes....
Financial planning
A national examination for planners is an inadequate measure and should not be implemented according to CPA Australia....
Financial planning
Accountants are more qualified to give financial advice than planners, largely due to their working knowledge of SMSFs, a small business owner believes....
Financial planning
A flexible online Masters of financial planning program will help new an existing advisers to raise standards in the profession, AMP believes....
Financial planning
Mortgage Choice will push into financial planning aiming to double planners numbers by June 2015....
Financial planning
As consumers get savvier and more sceptical of financial advice, advisers have to fight harder than ever to justify their value proposition, but the smarter ones still ha...
Financial planning
Brisbane-based planning chief executive argues institutionally-aligned advisers need to question their roles....
Financial planning
Middletons further develops resourcing in South Australia....
Financial planning
Learn about the pros and cons of owning AFSL and weighs them up against becoming an authorised representative of a larger licensee...
Editorial
The financial planning industry has undergone some momentous changes in the last few years and it’s critical the planners respond to the changing environment at the same ...
Financial planning
The Senate inquiry of ASIC into its handling of the Commonwealth Bank is so negative it has tarnished trust in advisers, according to John Brogden....
People & Products
IOOF’s Johan Cruz has moved over to Premium Wealth Management to head its compliance division....
Financial planning
The Federal Court has made interim asset preservation orders by consent against former Western Australia-based financial adviser Marion Joan Pearson and Colisa Pty Ltd, f...
Financial planning
A former financial adviser has been permanently banned from providing financial services by ASIC....
Financial planning
Queensland-based financial adviser, Thanh Quoc Tu, who misled clients, has been permanently banned from engaging in the provision of financial services by ASIC. ...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...