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FINANCIAL ADVISERS
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 ...
Superannuation
APRA tells super funds that, utilising the new SuperStream arrangements, rollovers should be completed within three days....
Financial planning
AFA wants legislation to reflect that there is no difference between planners and advisers....
Financial planning
Financial advisers have been listed as the dominant distributors of retail structured products in Australia by research undertaken by IOSCO. ...
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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...