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FINANCIAL ADVISERS
Financial planning
Melbourne dealer group Lonsdale Financial Group has proved that Statements of Advice (SOA) do not need to be long and complex, reducing their disclosure documents to just...
Financial planning
Residents of north Queensland have been warned they need to be more vigilant against investment scamsters, following a spate of incidents involving millions of dollars of...
Financial planning
A bumper month in June which saw Macquarie Wrap Solutions grow by $500 million has pushed the platform’s total funds under advice over the milestone figure of $15 billion...
Financial planning
Almost 500,000 or 8 per cent of those Australians eligible to determine their own super fund under impending choice of fund legislation will opt to do so according to new...
Financial planning
Industry superannuation funds cannot boast a consistent fee advantage over all retail master trusts and, where multi-manager platforms are concerned, may be more expensiv...
Financial planning
Former Tower national sales manager Norman Howe and Mortgage Choice franchisee Mathew Holland have established a new financial planning and mortgage broking group, Advise...
Financial planning
The Australian Securities and Investments Commission has released the definitive guide to what it expects from advisers who switch clients’ super funds under the pending ...
Financial planning
Tower Australia national sales manager, Danny Maher and MLC dealerships general manager, Alan Logan will join over 100 Australian members of the Million Dollar Round Tabl...
Financial planning
Despite being on offer for just a year, Asgard Elements has taken top spot in the platform category of this year’s Assirt/Wealth Insights Service Level Awards, while Macq...
Financial planning
The Australian Securities and Investments Commission has sent another strong signal that it plans to take a hands-on role to police the superannuation industry in the lea...
Editorial
Macquarie Bank’s Financial Services and Funds Management groups have contributed 4 per cent and 1 per cent respectively to the bank’s record-breaking profit of $823 milli...
Financial planning
The paperwork burden of financial advisers was lightened late yesterday by the corporate watchdog, who gave advisers the OK to produce Financial Services Guides more tail...
Financial planning
The Financial Planning Association has struck back at Virgin boss Richard Branson’s attack on financial advisers, accusing the flamboyant English billionaire of “swanning...
Financial planning
The Australian Securities and Investments Commission has confirmed it will undertake another shadow-shopping exercise to ensure financial planners are not misselling in t...
Financial planning
The Association of Financial Advisers’ long quest to resolve its designation woes will come to fruition at the end of the month when advisers officially take on its new F...
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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...