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FINANCIAL PLANNING
Life/Risk
Trowbridge recommends level commissions, an Initial Advice Payment of no more than $1200 and a five-year rule....
Life/Risk
The Australian Securities and Investments Commisison may sit at the centre of how key Trowbridge recommendations are imposed....
Financial planning
NAB has confirmed it is now reporting to ASIC all planners departures and the reasons for their exit....
People & Products
Koda Capital recruits JBWere philanthropy specialists....
Superannuation
A Brisbane planner has questioned industry funds, the size of their boards and the amounts paid to union-nominated directors....
Superannuation
Federal Treasurer, Joe Hockey has acknowledged the problem of home ownership creating asset-rich, cash-poor retirees and access to the age pension....
Financial planning
One of the key factors used in calculating churn, discontinuances, rarely gets below 11 per cent, according to new research....
Financial planning
ASIC is focusing on stockbrokers and investment advisers and the use of general of advice....
Editorial
Infocus Wealth Management chief executive, Rod Bristow argues that a succession of bad news about financial planning has caused the profession to lose its social license....
Financial planning
Ibbotson's Craig Stanford will chair AIMA's education committee. ...
Financial planning
A financial planning practice within Charter Financial Planning has paid $10,200 penalty after ASIC found it made misleading representations in an article on its website....
Financial planning
A Perth based adviser has challenged politicians to run a successful risk insurance businesses under the models they are advocating claiming it would be impossible to do ...
Superannuation
A new Money Management survey has revealed most accountants and planners would be preapred to establish an SMSF on the basis of FUM of $200,000 or less. ...
Financial planning
The Money Management Platforms & Wraps Conference, 2015, scheduled for 29-31 July at Magenta Shores will examine the rise and rise of SMAs and how platforms are competing...
Financial planning
The Commonwealth Bank will roll out IRESS to all its planning licensees and advice divisions....
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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...