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FINANCIAL PLANNERS
Financial planning
Go see a planner, says ATO....
Financial planning
Financial planners are feeling the impact of the remuneration debate....
Financial planning
The corporate regulator has announced it will apply a commonsense approach to the rules governing the proper issuance of Statements of Advice in the lead up to the simple...
Financial planning
The emerging duopoly of multi-functional financial planning software providers in the Australian market is a response to demand for well-capitalised, voluminous providers...
Financial planning
QBE Insurance has told underwriters it has ceased quoting on new business for professional indemnity (PI) insurance to financial planners as a result of the collapse of A...
Financial planning
Some financial planners are taking “a ridiculous risk” when constructing client portfolios, according to Professional Investment Services chief executive Robbie Bennetts....
Financial planning
The degree to which the Federal Government’s ‘simpler super’ has driven business into financial planning practices has been revealed by the latest AMP Capital Investors a...
Financial planning
Industry associations broadly welcomed the introduction of the Simpler Regulatory System Bill into the House of Representatives yesterday....
Financial planning
Westpoint liquidator PricewaterhouseCoopers has commenced proceedings in the Federal Court to recover at least $6 million in client commissions from a number of financial...
Financial planning
Australian stockbrokers have surpassed financial planners in their ability to embrace gearing strategies, with a new report claiming a large percentage of the broking ind...
Financial planning
There is cautious optimism within the industry that a proposed consumer ‘compensation’ fund levy has been dropped from newly announced legislation mandating financial pla...
Financial planning
JPMorgan’s structured products division today launched its Dividend Advance Resettable Warrant Instalments (DARWINS), an Australian Stock Exchange (ASX) listed warrant pr...
Policy & Regulation
While the FPA is generally happy with the Federal Budget, chief executive Jo-Anne Bloch would like to see financial planning advice fees made tax deductible....
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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...