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FINANCIAL ADVISERS
Financial planning
With the festive season well and truly upon us, now is a good time to examine the obligations of financial advisers in relation to receiving non-monetary (or soft dollar)...
Editorial
Peter Labrie outlines some of the key evolutions that will affect platforms in the years ahead....
Policy & Regulation
Federal Government set to deliver pre-election promises with raft of proposed FOFA amendments including grandfathering and opt-in changes....
Financial planning
Challenger has launched its Advice Services Division, which will be run by a former CFS executive....
Financial planning
Telstra Super Financial Planning signs up to Lonsec Retire....
Financial planning
Almost a third of advised Australians last heard from their financial planner more than a year ago, which puts them “at risk” of switching, a report says....
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....
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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...