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FINANCIAL ADVISERS
Financial planning
The industry's existing codes of conduct will require 'pretty radical surgery' before ASIC is likely to deem them sufficient, says Mallesons senior associate Michael Math...
Financial planning
Financial advisers are increasingly embracing the use of social media and iPads but are still learning how to use them in a business sense....
Financial planning
Financial Services Council sponsored research accuses unions and financial planners of "gaming" the default superannuation fund regime....
Financial planning
Hillross has been looking to leverage benefits from AMP's merger with AXA, including by rolling out AXA's popular North platform to its advisers earlier this year....
Editorial
Staying ahead of the curve on the technology, consumer and regulatory fronts can help our industry to quickly adapt and prosper. Brett Clark writes....
Editorial
There are a number of options available to accountants wishing to branch out into financial planning. Adam McGruen outlines the pros and cons of each....
Superannuation
Superannuation and investment platform provider Wealthtrac claims it has grown FUM back to levels close to those achieved prior to the GFC....
Superannuation
Gearing now plays a greater role in the wealth creation process for SMSF trustees, according to head of business development for structured investments at the Commonwealt...
Financial planning
ASIC has banned a former Commonwealth Financial Planning adviser from providing financial services for five years, making it three former Commonwealth advisers banned in ...
Financial planning
Australian Unity Personal Financial Services has taken a majority stake in Certainty Financial, a corporate advisory firm with $500m in funds under advice....
Financial planning
Scaled advice remains an area of considerable uncertainty despite the Future of Financial Advice bills having passed the House of Representatives....
Financial planning
Independent dealer group WealthSure has signed up to OneVue's unified managed account (UMA) platform amid plans to broaden its product range....
Policy & Regulation
The Financial Services Council and Association of Financial Advisers have joined together to provide a forum looking at life in a post-FOFA financial planning world....
Financial planning
ASIC has accepted a permanent undertaking from an Adelaide-based financial adviser to permanently refrain from providing financial services....
Financial planning
ClearView Wealth has expanded into the independent financial adviser market with the acquisition of three IFA practices....
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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...