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FINANCIAL PLANNERS
Financial planning
WA-based online software provider Decimal set to list on ASX and shift to east coast before rollout to planners....
Superannuation
FPA CEO Mark Rantall rebuffs ISA’s criticisms of Government’s FOFA amendments....
Financial planning
Recruitment expert says hiring activity in wealth management is currently at its highest levels in two years....
Life/Risk
The provision of advice during life insurance claims should be part of an holistic advice model but has been largely ignored....
Financial planning
Equity Trustees head Robin Burns claims planners need expert help to meet increasingly complex problems....
Financial planning
While the financial advice industry remains subject to much surveillance and scrutiny, the regulators are 10 years behind in bringing mortgage brokers to task, some claim...
Financial planning
The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...
Financial planning
Financial planners will need to spend a considerable amount of time building new models to help their clients navigate incoming aged care legislation, according to an ins...
Financial planning
In order to ensure their clients are able to fund their own retirement, planners have the responsibility to actively encourage a healthy lifestyle, according to a financi...
Funds management
New research registers a decrease in the number of wealth management products being obtained via bank-aligned planners....
Editorial
Nobody should be surprised by research released by major insurer TAL suggesting that people are more inclined to resort to the internet and search engines as a primary so...
Financial planning
Software upgrades to boost scaled advice opportunities....
Superannuation
SPAA says absence of SMSF training standards in new RG146 is surprising, given regulator’s concerns....
Editorial
Carolan Ibbotson has been named BDM of the Year as part of Money Management/Super Review’s Women in Financial Services Awards 2013....
Financial planning
Convenience of cloud storage overlooks need to keep client files secure....
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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...