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FINANCIAL PLANNING
People & Products
Financial advisory firm, Wilsons, has appointed two senior advisers to its private wealth business....
Financial planning
The Association of Financial Advisers has accused Royal Commissioner, Kenneth Hayne, of a failure to acknowledge the value of advice and a failure to understand the confl...
Financial planning
Elder financial abuse, violent relationships, and unexpected long-term illness are all issues that the Australian Banking Association hopes to address in its new vulnerab...
People & Products
AMP has announced a series of fee cuts to MyNorth for new and existing superannuation, pension and investment clients as it seeks to improve its client outcomes....
Policy & Regulation
A former Australian Financial Services authorised representative has been jailed for 10 years for using clients’ funds “as he pleased”....
Financial planning
Mental ill-health costs the Australian economy $70 billion each year, and a portion of this is through losing employees and productivity from workplaces, including those ...
Tools & guides
Minh Ly breaks down the new means testing rules for lifetime income streams, which have now been legislated by Parliament....
Financial planning
The Financial Planning Association has signalled that at least one education provider it plans to be in bed with for the rollout of the FASEA reforms is the privately-run...
Financial planning
AMP Limited has yet to determine how it intends on handling its remediation obligations with respect to advisers who have left the company....
Superannuation
Accessing superannuation and understanding the conditions for release was forefront of many advisers’ mind last month, proving a hot topic for superannuation advice....
Financial planning
Banks are on track to meet their 2020 deadline to overhaul staff pay, a new report by former public service Commissioner, Stephen Sedgwick, has said. ...
Financial planning
A senior dealer group chief executive has lambasted the Royal Commission’s call for a compensation scheme of last resort, arguing it is treating the symptoms not the caus...
Financial planning
CBA has expressed its total support for the Banking Royal Commission’s final recommendations and signalled how it is already acting on many of them as it seeks to rebuild...
Features
In a sea of reform recommendations for the banking and financial services sector, a looming election may see politicians skim across the surface on matters that deserve a...
Financial planning
The Financial Planning Association has launched an online education portal designed to help financial advisers navigate FASEA’s higher education requirements. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...