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FINANCIAL PLANNING
Financial planning
ClearView has reported a solid first half which included its acquisition of Matrix....
Financial planning
Chartered Accountants Australia and New Zealand are urging the Government to simplify the arrangements around the tax deductibility of advice fees....
Superannuation
Retirees should be given incentives to cash-in on their homes without being penalised by the Age Pension assets test an expert believes....
Financial planning
Financial planners should be actively engaging with clients at present to address portfolio return expectations which will need to cover expected long term muted equity a...
Superannuation
People with ulterior motives are misusing Treasury data to drive their own agendas, according to a Money Management roundtable....
Financial planning
NAB Wealth counters media reports saying that where problems with its planning arm have been identified it has acted and compensated those affected. ...
Financial planning
ASIC has released updated guidelines regarding Enforceable Undertakings (EU) stating it would provide further details as to the level of compliance attained by groups iss...
Financial planning
ASIC deputy chairman, Peter Kell, says the regulator is not yet facing a rush by accountants to be licensed....
Financial planning
The ABA is backing the Federal Government’s recommendation of co-regulation as a solution to FOFA issues....
Financial planning
A quarter of the generation Y group prefer going to friends and family for financial advice than professionals. ...
Financial planning
The Assistant Treasurer has confirmed he will consult all relevant stakeholders in the advice sector before putting into place any recommendations around adviser standard...
Financial planning
Assistant Treasurer, Josh Frydenberg has outlined the Government’s agenda for planning including the possibility of a national exam and co-regulation....
Financial planning
PJC chairman, Senator David Fawcett points to evolving model for financial planning....
Financial planning
Politicians from all sides of politics want planners’ education standard lifted to stop “cowboys and shysters” from providing inappropriate advice....
Financial planning
Macquarie Group will compensate 80 clients, or around 13 per cent of cases reviewed in its client remediation work, but more may follow....
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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...