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FINANCIAL ADVISERS
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....
Editorial
Challenger post strong result on back of fifth straight year of retail annuities growth....
Financial planning
ASIC plans to have more ‘cops on the beat’ as it targets the financial advice sector....
Financial planning
The financial planning industry has illustrated “inappropriate levels of quality” going back more than a decade, ASIC said....
Financial planning
ASIC will investigate former financial advisers with the Macquarie group which is to contact 160,000 clients who received advice over the past decade about the possible p...
Editorial
The underlying factors that influence investment decisions may have more to do with DNA and culture than previously thought, Grace Yulu writes. ...
Financial planning
A register of financial advisers with their qualifications and experience will not be enough to determine whether they are trustworthy financial planners or not, accordin...
People & Products
Anne Fuchs has moved to the newly-created role of Chief Commercial Officer within the AFA....
Financial planning
Brisbane-based planning chief executive argues institutionally-aligned advisers need to question their roles....
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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...