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Financial planning
Professions working off old stereotypes need to look to future co-operation...
Financial planning
ASIC has acknowledged an Abbott Federal Government’s intended amendments to FOFA but will not be altering its approach until they become law....
Superannuation
A new analysis suggests recent legislative change will increase the scope for financial planners to work with accountants in the SMSF advice space. ...
Financial planning
Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....
Editorial
There is more than a little hypocrisy in calls by law firms for people to avoid using bank financial planners, given the reality that the commercial practices pursued by ...
Financial planning
FOFA regulations require planners to outline platform and investment choices in SOAs....
Financial planning
Planners encouraged to assess research house compliance with new regulatory standard....
Funds management
ETFs have moved onto a level playing field with actively managed investment products as a result of the FOFA reforms — but the onus is still on ETFs for people to invest ...
Financial planning
Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...
Financial planning
Two businesses specialising in providing support to small licensees said they were experiencing significant growth due to dealer group dissatisfaction and FOFA. ...
Financial planning
A major law firm has warned Australian consumers against taking advice from bank financial planners....
Editorial
Financial planner recruitment and migration within the financial services industry is virtually on hold until after the 7 September Federal Election....
Financial planning
The latest ASIC Market Supervision Report reveals practices amongst securities dealers which might make a planner blush. ...
Financial planning
An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....
Financial planning
There are many aspects involved in running a successful financial planning practice, including the things clients can see and the things that lie beneath the surface. Mil...
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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...