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FINANCIAL ADVISERS
Financial planning
Industry stalwart Louise Biti has launched a new business offering aimed at assisting financial advisers deal with providing aged car advice....
Financial planning
Consumer-dominated submissions reflect lack of confidence in watchdog. ...
Financial planning
In order to ensure their clients are able to fund their own retirement, planners have the responsibility to actively encourage a healthy lifestyle, according to a financi...
Financial planning
The financial services industry’s foray into reality TV is gaining traction, with applications flooding in for its new advice show. ...
Funds management
New research registers a decrease in the number of wealth management products being obtained via bank-aligned planners....
Financial planning
Sally Huynh’s dedication to raising the level of professionalism in financial planning scored her the title of runner-up in the 2013 Financial Planner of the Year awards....
Policy & Regulation
Full Federal Court decision defines extent of ATO’s powers on promoters of tax exploitation schemes....
People & Products
In a move to tap into the growth in popularity of exchange-traded funds (ETFs), BetaShares has appointed Lyndall James as director of adviser services....
Financial planning
Planners and dealer groups warned on potential costs embedded in Privacy Act changes for client data breaches....
Funds management
Financial advisers will need to untangle the complexities of the new aged care reforms so that their clients do not miss out on income, a fund management firm believes. ...
Financial planning
Investec Australia has launched what it is describing as a bespoke personal banking offering aimed at financial advisers....
Editorial
Olivia Maragna has won the inaugural Money Management/Super Review Women in Finance Services Awards' Financial Planner of the Year Award. ...
Editorial
Carolan Ibbotson has been named BDM of the Year as part of Money Management/Super Review’s Women in Financial Services Awards 2013....
Financial planning
Convenience of cloud storage overlooks need to keep client files secure....
Financial planning
It’s time to put the vexed question of financial advice and vertical integration into perspective, writes David O’Reilly....
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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...