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FINANCIAL ADVISERS
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....
Financial planning
ASIC has recommended that institutionally-aligned advisers be labelled as “restricted advice’ businesses and provide statements about limited product advice....
Financial planning
Financial services business broker claims things have changed and some baby boomer planners should consider their exit strategy....
Financial planning
AMP has unilaterally moved to impose higher education standards within its licensee networks and to implement an advice review panel....
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MARKET INSIGHTS
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...