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FINANCIAL ADVISERS
Financial planning
A Newspoll survey commissioned by the Investment and Financial Services Association has found Australians in general still need to improve their levels of financial liter...
Financial planning
Financial planning company Wealthsure will roll out Coin Software to its financial advisers in a bid to free up more of their time for clients....
Financial planning
The Australia and New Zealand Banking Group Limited has succeeded in having its Australian Financial Services licence amended to allow it to provide custody services to m...
Financial planning
AMP Signature Super and Sunsuper Personal have emerged at the top of the list in the Heron Quality Star Ratings launched this week....
Financial planning
Cannex has combined its insurance research and quotation tool with the Statements of Advice preparation tool offered by real services to create an all-in-one insurance de...
Financial planning
Financial Wisdom has increased the size of its dealer group significantly, with a total of 410 financial advisers now under its umbrella....
Financial planning
Federal Tasmanian Liberal Senator John Watson has again asked the Australian Securities and Investments Commission to account for its lack of action in the lead up to the...
Financial planning
A venture aimed at improving access to financial services education has lit up the pathway for budding planners seeking a career in finance....
Financial planning
BT Financial Group has improved the functionality of its Wrap Platform for financial advisers, with the addition of online corporate actions and initial public offer cale...
Financial planning
Macquarie’s financial educational and information service arm, Macquarie Digital, has made its service more accessible to the broader community with the launch of its own...
Financial planning
The Australian Million Dollar Round Table (MDRT) is joining forces with Professional Investment Services (PIS) in a move that should deliver considerable benefits for bot...
Financial planning
MLC has thrown its support behind the type of remuneration offered by the FPA advice-based fee model....
Life/Risk
New research has revealed that the advisory market is driving up life insurance sales and delivering planners considerable benefits in the process....
Financial planning
Superannuation funds should take action within 10 working days of a customer requesting payment or additional information, according to Association of Superannuation Fund...
Financial planning
The headhunter assigned to find the next chief executive for the Financial Planning Association (FPA) has dismissed concerns that Jo-Anne Bloch’s lack of direct involveme...
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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...