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FINANCIAL ADVISERS
Financial planning
SMSF trustees find it "very challenging" to find good professional advice, and nearly half of them believe financial planners are out to sell products to benefit themselv...
Policy & Regulation
Financial Services Council chief executive John Brogden has predicted a 12-month phase in period for the proposed FOFA reforms....
Funds management
The Bank of Melbourne is offering a wealth management review to its general banking clients...
Policy & Regulation
The finance industry has found itself in a similar situation to the financial planning industry around the Government's handling of new legislation....
Editorial
Although the process involving the upcoming FOFA reforms commenced a few years ago, the reforms package still looks like an unsolved jigsaw puzzle, writes Pam Roberts....
Financial planning
OneVue has announced that retail superannuation fund OneStepSUPER has been added to its unified managed account platform for financial advisers....
Financial planning
MLC claims it is trying to improve strategic leadership skills among its financial adviser base by organising a study trip to the United States. ...
Editorial
An almost inevitable consequence of the Commonwealth Bank's acquisition of Count Financial is that some of Count's financial planners have signalled they feel uncomfortab...
Financial planning
OneVue has announced that retail superannuation fund OneStepSUPER has been added to its unified managed account platform for financial advisers....
Financial planning
ipac securities-owned financial planning practice TFS Financial Planning, which has operated in Cairns since 1992, has acquired practices in Atherton and Townsville in no...
Financial planning
ASIC has introduced changes to the naming of retail debt products amid concerns that the term 'secured' has misinformed investors about the safety of these products....
Financial planning
Australians are continuing their push into SMSFs, but most financial advisers have not thought about the risks associated with a direct equity portfolio, according to Ins...
Financial planning
ipac securities-owned financial planning practice TFS Financial Planning, which has operated in Cairns since 1992, has acquired practices in Atherton and Townsville in no...
Financial planning
It is up to the financial planning industry to actively lift its standards regardless of what arises out of the FOFA legislation, according to Association of Financial Ad...
Financial planning
ASIC has introduced changes to the naming of retail debt products amid concerns that the term 'secured' has misinformed investors about the safety of these products....
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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...