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FINANCIAL ADVISERS
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....
Funds management
Financial advisers and their clients will be able to learn about exchange traded funds (ETFs) using a new educational microsite....
Financial planning
Issues arising from vertical integration are not to blame for waning trust in financial advisers, with the erosion of professional values a more likely culprit, a Deloitt...
Financial planning
Fortnum Financial Group is set to become one of Australia’s largest independently owned AFSLs, after completing the purchase of ANZ’s 20 per cent stake in the company....
Financial planning
Fortnum buys out 20 per cent stake-holding....
Financial planning
Macquarie says it “found no evidence” that several financial advisers cheated on a continued professional development (CPD) test using answers circulated by management. ...
Financial advisers are being urged to educate their clients about the importance of estate planning....
Financial planning
AFA members will have to abide by six new principles of professionalism, which are set to form a critical part of the AFA’s revised Code of Conduct....
Financial planning
Financial advisers have been encouraged to tackle diversifiable and systematic risk simultaneously to meet the needs of a growing base of retirees seeking advice. ...
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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...