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FINANCIAL ADVISERS
Life/Risk
Choosi’s parent company Hollard Financial Services has agreed to change the way it promotes funeral insurance under the Real Insurance brand, as a result of concerns rais...
Life/Risk
Life Insurer AIA Australia has signed with HUB24 to provide access to and management of its risk insurance products for financial planners via HUB24’s online platform. ...
Financial planning
ASIC seeks industry input on a shift to higher knowledge and skills levels for planners. ...
Accounting
Accountants accept TASA outcome, saying it is the ultimate outcome rather than the journey that matters. ...
Financial planning
Legal advisory firm The Fold has moved to enhance the availability of its FOFA White Pages offering into an online product....
Financial planning
The AFA has partnered with Kaplan Professional to provide formal and practical education to its members....
Financial planning
BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....
Editorial
The Federal Government and ASIC insist that life/risk churn is real and that it is a serious issue. There exist many advisers in the life/risk space who believe ASIC and ...
Financial planning
The majority report of the PJC clears the way for TASA legislation with the only concession being a transition period....
Financial planning
Praemium has entered the cloud-based sphere with a new customer relationship management solution for financial advisers....
Financial planning
The financial planning industry is not expecting a bipartisan report from the Parliamentary Joint Committee (PJC) reviewing the Tax Agents Services Act (TASA) legislation...
Financial planning
Financial advisers need to be aware of the limitations of the ratings provided by ratings houses, according to specialist financial services lawyer Peter Townsend....
Editorial
The Future of Financial Advice regime will become law from 1 July, but as the Financial Services Council’s Cecilia Storniolo points out, many questions vital to the finan...
Financial planning
Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....
Editorial
As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...
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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...