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FINANCIAL PLANNING
Financial planning
All forms of agribusiness managed investment schemes (MIS) should be shut down and all government support for the schemes removed to avoid further losses from the public ...
Financial planning
Consumer group Choice has resumed its call for a ban on asset-based fees....
Financial planning
The raft of reviews and inquiries into the financial planning sector has created the optimal set of circumstances in which to lift professional and educational standards ...
Financial planning
The planning arm of a public service super fund will offer its advice services to other funds looking to provide advice to members....
Financial planning
The Australian Bankers Association has defended vertical integration claiming many super funds are vertically integrated too....
Accounting
ASIC must forge a tighter relationship with the industry it regulates if it is to improve effectiveness of its regulation, according to CPA Australia and Chartered Accoun...
Financial planning
Lonsec Stockbroking has signalled a push into the adviser market, partnering with GBST to offer financial advisers a cloud-based practice management tool to manage whole-...
Financial planning
Dealer group heads expect to see the initial influx of accountants to planning under the new licensing regime....
Financial planning
Planners are pre-empting formal changes to education standards from regulators and licensees with enrolments in courses at their highest figures for the start of a new ca...
Financial planning
Australian Unity has completed its acquisition of dealer group, Premium Wealth Management....
Financial planning
The directors and trustees of investment companies carry far less regulatory onus than financial planners, according to Centrepoint Alliance....
Financial planning
A government department, major bank and agribusiness scheme promoter have challenged the narrative that financial planners were complicit in the collapse of the forestry ...
Financial planning
Financial planners looking for new jobs are frequently receiving multiple offers, as banks vie for talent in a changing regulatory space, a survey has revealed. ...
Financial planning
ANZ has broken ranks with a number of its financial services counterparts, in backing a national competency exam, higher CPD requirements and a planner-funded last resort...
Financial planning
Law firm Maurice Blackburn has issued a warning on the Macquarie client compensation processes and the dangers of vertically integrated advice....
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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...