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FINANCIAL ADVISERS
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....
Financial planning
Effective content marketing is central for financial advisers to successfully engage with their client base and generate new business....
Financial planning
Mercer has completed a deal to provide Citibank Australia with research and an adviser portal. In a separate deal, Mercer is set to become an investment consultant to SFG...
Financial planning
Financial advisers should take certain precautions when investing in technology, according to Synchron chair Michael Harrison....
Superannuation
The ATO's view on SMSF property development leaves room for members to be caught out by the sole purpose test, said Peter Hogan MLC Technical....
Financial planning
The Self-Managed Super Fund Professionals' Association of Australia has called for higher levels of competency in the provision of financial advice following recent damni...
Financial planning
The trial financial advice arrangement between major planning groups and AustralianSuper is set to be strengthened with an informal breakfast aimed at non-senior advisers...
Financial planning
The Mortgage and Finance Association of Australia has expressed concern that the Government's proposed amendments to limited recourse borrowing arrangements (LRBAs) creat...
Financial planning
Financial Services Partners has launched a new initiative which it says is aimed at enhancing engagement with existing financial advisers at the same time as attracting n...
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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...