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Financial planning
The Australian Stock Exchange (ASX) has moved to shore up what it perceives as a gap in knowledge standards available for financial planners who provide advice on listed ...
Financial planning
Potential changes in legislation have made dealing with reasonable benefit limits (RBLs) for superannuation more complex, despite Government claims it is simpler, says To...
Financial planning
Risk selling is about selling relationships, not products. Julie Bennett and Freya Purnell report....
Financial planning
The introduction of Financial Services Reform (FSR) legislation seems to be frightening many advisers – but life advisers appear to be particularly concerned. John Wilkin...
Financial planning
IOOF has lost a protracted case in the Supreme Court of Victoria in which two financial advisers alledged the group sold building society offices held by them to the Bend...
Financial planning
Fiducian Financial Services is close to striking a collection of deals to significantly increase the scope and presence of its national financial planning franchise netwo...
Financial planning
Fiducian Portfolio Services managing director Indy Singh says his company is in discussion with several groups, including a national accounting group, over the provision ...
Financial planning
The Association of Financial Advisers (AFA) is seeking direction from Government, and in turn the Australian Securities and Investments Commission, on guarantees to prote...
Financial planning
Planners have next to no education in the area of direct property investment, which, according to some industry commentators, is a serious oversight. Mike Taylor reports....
Financial planning
The Office of the Federal Privacy Commissioner (OFPC) has released guidelines on what happens to client data when financial advisers move to another dealer group....
Financial planning
ING has made a swathe of upgrades to its Integra superannuation fund as it attempts to market the product as a “more rounded” offering rather than standing out for any on...
Financial planning
Financial advisers have been called on to do themselves and the industry a favour by driving ‘bad eggs’ out of the industry....
Financial planning
Financial planners have generally steered away from partnering with mortgage brokers, but it may be time to reconsider. Mike Taylor reports....
Financial planning
The Australian Securities and Investments Commission (ASIC) has moved to ease pressure on it following a rush of Australian Financial Services (AFS) licence applications ...
Financial planning
The Association of Financial Advisers (AFA) officially launched its new professional designations yesterday at the AFA National Conference in Queensland....
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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...