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FINANCIAL PLANNING
Financial planning
Planners are actively investing client funds in growth assets and making greater use of passive strategies but are calling on more information from fund managers....
Financial planning
The AFA says advisers are too often being blamed for product failures and the misdeeds of others....
Financial planning
The FSC has told a Parliamentary Committee that ASIC needs to get more proactive in pursuing enforcement when planning breaches occur....
Financial planning
The Findex Group has formally acquired financial planning and accounting firm Crowe Horwath after eyeing the business for months. ...
Financial planning
MDS Financial signals further acquisitions after completing its transaction with Sequoia Financial to gain a solid foothold in the SMSF sector....
Financial planning
The FPA’s 11th hour FPEC “gift” rewarded in Parliamentry Committee’s final report....
Life/Risk
Synchron’s Don Trapnell urges risk advisers to counter worst elements of Trowbridge interim report, including five-year responsibility period....
Financial planning
The Commonwealth Bank’s financial advice remediation program has attracted more than 4500 cases from aggrieved customers in its first few months, an independent review ha...
Financial planning
The AIST has called on the Government to draw a distinction between bank aligned and independent financial planners....
Financial planning
ASIC moves to extend the class order relief currently underpinning general advice....
Editorial
The financial planning industry was simply outcampaigned on FOFA and must now look to play a longer and more strategic game....
Editorial
The retirement of Matthew Rowe after two terms as chairman of the FPA represents the closing of a chapter in the organisation’s continuing evolution. ...
Financial planning
Advisers are expected to exit institutions en masse in 2015, with the product-heavy vertically integrated model facing an “adapt or die” future under the new advice regim...
Financial planning
BTFG has gained some key insights from those using its adviser register and comments facility, Adviser View....
Financial planning
Former Charterbridge Davey chief executive, Venn Williams is heading up a new venture seeking equity in financial planning firms....
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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...