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FINANCIAL PLANNERS
Financial planning
Equity Trustees (EQT) says two-stage retirement is creating new service needs for the financial sector....
Financial planning
The use of advice technology by industry funds is not something to fear according to a technology provider....
Policy & Regulation
The Federal Treasury has admitted it has not done a complex international comparison of the Government's proposed Future of Financial Advice (FOFA) changes and experience...
Financial planning
The Financial Planning Association has criticised CHOICE’s partnership with the Big Bank Switch campaign, calling it hypocritical....
Financial planning
Ratings house van Eyk points to knowledge as the key ingredient for the successful use of SMAs....
Top 100
As dealer groups prepare for the new regulatory environment, Benjamin Levy explains the story behind the results of the Top 100 Dealer Groups Survey....
Financial planning
Financial planners based in Adelaide, Melbourne and Perth will be among the most sought-after professionals within the financial services sector in the third quarter of 2...
Financial planning
As the financial services sector braces for major change flagged by the Federal Government more than a year ago, companies within the industry are becoming increasingly v...
Editorial
New research confirms consumers who use financial planners are generally happy with the service they receive but, as Mike Taylor reports, it also points to how many clien...
Financial planning
There seems to be a sizeable gap between boutique dealer groups and major institutions in terms of financial planner recruitment this year, as the two sectors face differ...
Financial planning
The Financial Planning Association (FPA) chief executive, Mark Rantall, has pointed to the fact that many industry fund planners are members of the FPA....
Financial planning
The FPA has accused the ISN of conducting a politically motivated campaign to drive competition out of the planning industry....
Policy & Regulation
Federal Government moves to ban risk commissions have been labelled 'poor policy' amid entrenched financial planner opposition to the FOFA reforms. This and more in the l...
Financial planning
New Roy Morgan research has confirmed that up to half of planning clients are out of touch with their planners....
Policy & Regulation
A significant number of financial planners believe the implementation of the Government's Future of Financial Advice (FOFA) changes will not only cost them money, but als...
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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...