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FINANCIAL PLANNERS
Editorial
Mike Taylor writes that ASIC is right to pursue managers with just as much vigour as it pursues financial planners when things go wrong. ...
Financial planning
Lawyer points to possible action against planners and accountants as Timbercorp class action fails....
Financial planning
Financial planning firms and dealer groups would be levied by ASIC according to the number of authorised and employee representatives they have on their books....
Financial planning
ASIC has outlined four key areas for regulatory improvement - including for a national exam, a wider register and greater banning powers....
Financial planning
Money Management has announced the finalists for one of its flagship awards for 2014, BDM of the year....
Financial planning
The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...
Editorial
An easy line of spin is being peddled on the antecedents and consequences of the Government’s FOFA amendments. But any examination of financial services history shows the...
Editorial
If financial planners were given a choice between the model underpinning the Superannuation Complaints Tribunal and that underpinning the Financial Ombudsman Service, wha...
Financial planning
Planners and accountants unlikely to take each other’s work due to workloads involved. ...
Financial planning
New Wealth Insights research confirms planners remain generally upbeat....
Financial planning
Centrepoint Alliance to assist planners gain their own licence and secure PI cover ...
Financial planning
US specialist Bill Bachrach says Australian planners should be focused on their clients’ needs rather than their fee structures....
Financial planning
BT rolls out tablets to its planning force to increase face-to-face time with clients....
Financial planning
New legal advice obtained by ISA states planners will be able to satisfy the best interests duty without actually acting in the best interests of the client. ...
Financial planning
Financial planners may need to complete at least 60 hours of CPD to stay registered as tax advisers, TPB proposes....
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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...