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FINANCIAL ADVISERS
Editorial
Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...
Financial planning
New technologies and social media are becoming less of a fad and more of an essential business tool, offering opportunities in key business areas such as gaining referral...
Financial planning
Wealthtrac has re-signed its service level agreement with ANZ Wealth's wholesale platform provider, Oasis Asset Management....
Funds management
Macquarie Wrap has gone back-to-back in being rated first in the annual Wealth Insights Platform Service Level Reporting Rankings, with Colonial FirstChoice again rated s...
Financial planning
Lifeplan Funds Management has upgraded NextGen Investments Lifeplan Education Investment Fund investment products as part of a move to comply with the new FOFA regulatory...
Financial planning
Asgard has launched a new website aimed at helping financial advisers manage critical dates and client communications associated with the end of the financial year....
Policy & Regulation
The financial advice industry's FOFA lobbying effort has highlighted the need for a united voice, according to a panel of experts....
Superannuation
Financial planners as well as super funds targeting clients have to develop a new holistic model of advice to attract the younger generation of superannuation asset holde...
Financial planning
The Australian Taxation Office (ATO) has urged taxpayers to seek independent financial advice before entering so-called tax avoidance schemes as they prepare to lodge the...
Superannuation
The Federal Government has been accused of taking a "backward and capricious step" by altering the tax settings on superannuation in the forthcoming Federal Budget....
Financial planning
The Association of Financial Advisers has rebuilt their website to allow increased interactivity....
Financial planning
Financial advisers must develop a more complex toolset to provide advice, according to senior Milliman consultants who criticised the simplistic advice models being used ...
Financial planning
Compliant industry codes of conduct deemed to obviate the need to comply with opt-in requirements will have to meet a hefty set of criteria, according to ASIC commissione...
Financial planning
ASIC has permanently banned a former Commonwealth Financial Planning adviser after he was found to have forged the signatures of four of his clients....
Financial planning
A former Commonwealth Financial Planning adviser has been permanently banned by ASIC after it was found he had forged the signatures of four of his clients....
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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...