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FINANCIAL ADVISERS
Financial planning
Seven out of 10 people who did not seek financial advice only planned their finances for the short-term period of a year....
Financial planning
ASIC has urged advisers and licensees to update details on its Financial Adviser Register (FAR) or be hit with new fees and charges....
Superannuation
The ISA has renewed claims that planners are extracting commissions of as much as $2.6 billion a year as part of its defence of default super arrangements. ...
Superannuation
A new Money Management survey has revealed most accountants and planners would be preapred to establish an SMSF on the basis of FUM of $200,000 or less. ...
Life/Risk
The AFA and PFL have named life insurer TAL as the 2014 Life Company of the Year. ...
Financial planning
Planners will pay more than $40 each to be recorded on the new ASIC adviser register with initial fees set to cost the planning sector more than $750,000....
Financial planning
Planners urged to do their own due diligence on licensees or risk future reputational damage....
Financial planning
Documents tabled in Parliament reveal NAB saw no commercial case for pursuing the removal of upfront life/risk commissions. ...
Financial planning
Employers and businesses must attain verification at the source for educational and employment background of advisers for the national register of advisers to be reliable...
Financial planning
The bad news regarding planners will be forgotten with falling numbers indicative of cultural change according to AFA national president Deborah Kent....
Financial planning
ClearView has told the Trowbridge working group it wants the word “commissions” replaced along with the banning of shelf space fees and volume bonuses....
Financial planning
Chartered Accountants Australia and New Zealand are urging the Government to simplify the arrangements around the tax deductibility of advice fees....
Financial planning
The ABA is backing the Federal Government’s recommendation of co-regulation as a solution to FOFA issues....
Financial planning
The Assistant Treasurer has confirmed he will consult all relevant stakeholders in the advice sector before putting into place any recommendations around adviser standard...
Financial planning
Life/risk advisers concerned at reports FSC submission urges 20 per cent flat commission and five-year responsibility period....
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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...