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FINANCIAL ADVISERS
Financial planning
The Government's proposed registry of financial advisers will provide transparency without the costs associated with regulation the Minister for Finance and acting Deputy...
Editorial
Restoring confidence in the financial advice profession has become a catch cry for institutions recently, but the reality of the proposal is still a way off, Amelia Const...
Superannuation
Professional associations should take over setting CPD standards if adviser standards are to improve, SPAA argued. ...
Financial planning
The corporate regulator states a co-regulatory model could work for financial advisers but says it is cost-effective and ethically practical to only work with one profess...
Financial planning
A Rockhampton-based financial adviser has been banned from working in the financial services industry for five years....
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
Consumers who bank via a tablet are more engaged with their bank and access more products according to research undertaken by ING Direct....
Financial planning
ASIC chairman, Greg Medcraft, confirms planners and SMSFs are on ASIC’s radar over the next 12 months....
Financial planning
Financial institutions should be prohibited from providing any form of adviser education to avoid perpetuating current business models which have promoted sales over advi...
Financial planning
Non-aligned advisers are using technology to build referral networks and outsourcing non-specialist work....
Editorial
The major institutions are right to take the lead on lifting educational standards in the financial planning space....
Financial planning
Australian financial planners use less sophisticated software than US and UK counterparts and have focused on FOFA compliance instead of business efficiency....
Financial planning
Proposals to introduce a ‘restricted advice’ label would help to bring transparency to the financial advice consumers Infocus managing director Rod Bristow believes....
Financial planning
The Boutique Planners argue that resolving advice disputes should be the province of planner professional associations....
Financial planning
The Commonwealth Bank has used its second FSI submission to back a US-style approach to the implementation of a natioanl register of financial planners....
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Podcast
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...