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Financial planning
Financial services industry veteran Arthur Naoumidis is to offer free financial planning software after picking up CARM's offerings in a liquidation sale....
Editorial
Given the end of the 2011/12 financial year also represents the start of a 12 to 14-month countdown to the next federal election, the time available for Bill Shorten to m...
Financial planning
In a time of unprecedented regulatory change and market upheaval facing financial advisers, financial services licensees are going to have to adapt along with advisers to...
Policy & Regulation
The Government's Future of Financial Advice (FOFA) bills have passed the Senate, moving the hard compliance date back to 1 July 2013....
Financial planning
Financial planners should be considering the age pension as part of their clients' financial risk model, according to Towers Watson Australian investment strategy head Ti...
Editorial
Amid the fall-out from Trio Capital it has been suggested that financial planners be required to warn clients establishing SMSFs that they are entering a higher risk envi...
Financial planning
The extent of the current dealer group turf war has been revealed by new Wealth Insights research revealing around 44 per cent of the financial planners surveyed had been...
Financial planning
ASIC is taking ongoing regulatory action against a number of financial planners who 'breached the law' in relation to Trio Capital....
Superannuation
APRA will start a consultation process on delivering investment level performance later this year....
Financial planning
Despite the satisfaction with platforms reaching a nine-year high, a new survey suggests 40 per cent of financial planners would happily switch providers for lower fees....
Financial planning
Deloitte's study of the reverse mortgage sector shows reverse mortgages are no longer favoured by financial planners despite the products' increasing growth....
Financial planning
Financial advisers looking to switch to managed funds have been urged to avoid managers who churn through shares to reduce the tax impact on their client....
Financial planning
The Institute of Public Accountants' affiliation with MLC and AMP/AXA will not threaten its members' independence, says IPA general manager Vicki Stylianou....
Financial planning
Treasury officials are continuing to apportion blame to financial planners for some Trio Capital losses....
Financial planning
Many independent financial planners are not taking full advantage of the capabilities of their financial planning software, contributing to practice inefficiency and miss...
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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...