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FINANCIAL PLANNER
Financial planning
While recent government announcements mean Australia's financial planners are facing significant change, Damon Taylor writes that the shift in policy direction was well t...
Financial planning
Consumers are confused about what represents planner independence - and so too are some planners....
Financial planning
Few Australians are using a financial planner to help them engage in actively managing their super, according to a new survey....
Financial planning
AMP reiterates plans to scrap commissions by 1 July in favour of a fee-for-service model at its annual general meeting....
People & Products
The FPA's newly appointed chief executive, Mark Rantall, is a strong believer in the value of financial advice....
Superannuation
Accounting industry bodies aren't concerned about losing their SMSF advice exemption as long as new regulations are both flexible and in the best interests of clients....
Financial planning
Assistant Treasurer Senator Nick Sherry has announced further details about the new national tax agent services regime, including a one-year deferral for financial planne...
Financial planning
Fees versus commissions is an important debate for the financial planning industry, but having independent research in the first place will take much of the sting out of ...
Financial planning
Only 32 per cent of new Mortgage Choice franchisees in 2009 had a lending background....
Editorial
After two decades as a financial planner, newly retired Ray Griffin explains what he has learned from a career in the industry....
Life/Risk
ISN's David Whiteley argues the FPA's stance on insurance commissions is proof that the industry can’t self-regulate, with commissions leading to unnecessarily inflated i...
Financial planning
Adviser-owned dealer group Matrix Planning Solutions has argued it's time for the FPA and the AFA to become one entity....
Accounting
The latest CPA Australia submission to the Cooper Review is arguing the case for accountants to be able to provide 'strategic' advice on SMSFs....
Editorial
Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike....
Financial planning
Fewer high-net-worth investors are using financial advisers, according to research conducted by CoreData....
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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...