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FINANCIAL PLANNING
Financial planning
New survey reveals accountants are still undecided about the degree to which they will embrace the new licensing regime....
Financial planning
As Australia’s ageing population expands, one industry expert asks if there are enough advisers specialising in aged care....
Financial planning
The FPA’s CFP program enrolment rate jumped 200 per cent compared to previous enrolment numbers....
Financial planning
ASIC announces banning of Charterhill Group founder, George Nowak, until 3 July, 2017....
Life/Risk
If life insurance companies want to repair some of the reputational damage inflicted on their industry they need to commit to delivering on their product promises....
Financial planning
Many non-aligned advisers are struggling to justify the cost of investing in platforms, highlighting the need for tailored solutions, according to the managing director o...
Financial planning
Planners will pay more than $40 each to be recorded on the new ASIC adviser register with initial fees set to cost the planning sector more than $750,000....
Financial planning
A wave of bad publicity has caused planners to lose their ‘social license’ and new approaches will be required, according to InFocus managing director, Rod Bristow....
Financial planning
A new survey reveals that most SMSF advisers see property (both commercial and residential) as the best destination for LRBAs....
Financial planning
Financial advice in Australia is held back by regulation focused on selling and letter of the law compliance that ignores the client according to an industry veteran....
Financial planning
Making higher educational standards legally enforceable in the advice industry will bring consistency in global industry standards across the sector, the FPA said....
Superannuation
ASFA warns policymakers need to pay attention to longer retirement periods as the Intergenerational Report touches on rising lifespans and retirement periods of Australia...
Financial planning
Planners urged to do their own due diligence on licensees or risk future reputational damage....
Financial planning
Gold Coast financial planning and property management group hit by ASIC penalty for false and misleading advertising....
Financial planning
Xplan has been named the top rated planning software by Investment Trends continuing its top ranked performance across a number of surveys....
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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...