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FINANCIAL PLANNERS
Financial planning
With the Government promising to increase education requirements for financial planners through its Future of Financial Advice (FOFA) reforms package, the AMP Horizons Ac...
Financial planning
Dealer groups are increasingly tightening down their Approved Product Lists (APLs) and creating their so-called 'best picks', according to AMP Capital Investors head of r...
Policy & Regulation
A range of changes to the tax system governing managed investment trusts (MITs) has been pushed back a year to 1 July, 2012....
Financial planning
The current exemption of financial planners from the tax agent services regime has been extended to 30 June, 2012....
Life/Risk
Professional indemnity (PI) insurer Vero and its subsidiary APUA have launched a new PI insurance policy designed for financial planners....
Financial planning
Suncorp chief executive warns of negative consumer impact of 'churn'....
Financial planning
Many in the industry feel that the legislation targeting margin lending has only served to make investors more fearful of the practice. Ashley McIntyre reports....
People & Products
K2 Asset Management has expanded its business for the second time this year and opened a Perth-based office, appointing Steven Bell as regional manager....
Financial planning
There has been an increase in the number of financial planning clients disclosing their mental health history, according to AMP....
Financial planning
Financial planners are encouraged to tell Money Management what they think of this year's crop of notable BDMs by voting for one the 20 finalists in the BDM of the Year a...
Financial planning
The National Consumer Credit Protection Act has opened up opportunities for brokers to sell risk products. Janine Mace reports....
Financial planning
Legal experts believe the Government's proposed opt-in reform will be challenged due to a potential clash with current contract law....
Financial planning
Calls have been made by financial planners in the US to follow Australia’s lead for advisers to adhere to a fiduciary standard of care when providing clients with investm...
Financial planning
Not-for-profit superannuation fund trustees have been warned that if they do not agree on fund governance guidelines they risk having them imposed by the Government....
Superannuation
Dealer group DKN has updated its self-managed super fund (SMSF) administration tools, targeting accountants who wish to continue to give SMSF advice without changing the ...
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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...