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Financial planning
The Boutique Financial Planning Principals Group (BFPPG) has hit back at industry dismissals of the independence of advice as a question of perception rather than reality...
Editorial
It may have taken 10 years, but predictions that the platform market would shrink to a handful of providers have finally come true. Yet Jason Spits discovers that it's no...
Financial planning
The nominations have been finalised and voting is now open for this year's BDM of the Year....
Financial planning
The introduction of modern awards at the beginning of this year means that employers must offer employees choice when it comes to superannuation funds. Mark Gleeson expla...
Financial planning
Fees versus commissions is an important debate for the financial planning industry, but having independent research in the first place will take much of the sting out of ...
Financial planning
The financial planning industry has been warned that the industry superannuation funds campaign against commission-based remuneration will not be ended if planning groups...
Financial planning
The National Institute of Accountants is lobbying Assistant Treasurer Nick Sherry to ensure financial planners aren’t exempt from the Tax Agent Services Act, saying exemp...
Financial planning
Financial planners have been reminded of the need to use appropriately experienced lawyers in estate planning scenarios....
Editorial
After two decades as a financial planner, newly retired Ray Griffin explains what he has learned from a career in the industry....
Editorial
Richard Oldcorn discusses the use of the optimisation strategy, which is somewhat neglected by financial planners....
Financial planning
Financial planners remain in the throes of change and the end of the financial year will present further challenges. But sticking to tried and tested tax strategies may s...
Life/Risk
ISN's David Whiteley argues the FPA's stance on insurance commissions is proof that the industry can’t self-regulate, with commissions leading to unnecessarily inflated i...
Financial planning
Industry superannuation funds have acknowledged that the remuneration scrutiny directed at financial planners will ultimately shift to salaries paid to super fund executi...
Financial planning
Some 40 per cent of financial planners provide debt advice or loan assistance to their clients, which may lead to problems if they do not hold a credit licence after July...
Financial planning
Financial planning representatives from China, Germany, Japan, New Zealand, South Africa and the United States joined forces to assess and develop global financial planne...
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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...