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FINANCIAL ADVISERS
Editorial
An important statistical snippet came to light during the hearings into legally enshrining the terms ‘financial planner/adviser’ – nearly 50 per cent of planners/advisers...
Editorial
There has been plenty of debate around the implications flowing from the limited licensing arrangement for accountants, but Greg Holman argues it can be a win-win for acc...
Financial planning
SFG may make another merger bid if WHK can restore its balance sheet....
Financial planning
Advisers should use Heart Week to educate their clients about the costs of heart disease and the need to take preventative measures, according to Macquarie Life....
Financial planning
Warning that FOFA fee disclosure requirements will create more problems than they fix....
Financial planning
The financial advice industry is mourning the loss of Synchron founder and director Paul Riegelhuth, who died late last week after an accident at his home on Sunday 28 Ap...
Editorial
Legal experts Samantha Hills and Grant Holley dissect the best interests duty and the obligations that come with it....
Editorial
With the Federal Budget, end of financial year and Federal Election looming, the financial planning industry is still facing a number of critical legislative loose ends. ...
Financial planning
Financial advisers’ behaviour flagged after complaints of inappropriate advice....
Financial planning
The financial services industry is bracing itself for Budget nasties as Treasury summons organisations for Friday talks....
Financial planning
The Association of Financial Advisers (AFA) has signaled it is devising a "consumer-centric" program for its October national conference on the Gold Coast....
Financial planning
The FPA has hit back at the Government’s claim that financial adviser misconduct is the only reason why compensation has been awarded to victims of the Trio Capital colla...
Financial planning
Colonial First State has relaunched its regulatory reforms website for financial advisers to cope with post-FOFA environment. ...
Editorial
Financial planners are going to be fundamentally affected by the Tax Agent Services Act but, as Cecilia Storniolo explains, there will be many unanswered questions almost...
Financial planning
The end of a financial year is a period when planners rush to help their clients with tax strategies, but as Janine Mace reports, it is important they focus on their own ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...