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FINANCIAL PLANNING
Financial planning
AMP has flagged piloting new advice models at the same time as announcing a solid first-half profit result....
Financial planning
A financial services benchmarking group has launched an invitation only adviser register and created a benchmark to measure the quality of advice and value proposition of...
Financial planning
Countplus signals targeting of underpeforming member firms and possible restructuring....
Financial planning
SFG Australia will cease to be a non-aligned advice group as IOOF’s purchase of the group reaches its conclusion tomorrow....
Life/Risk
ASIC’s upcoming report on risk insurance churn is likely to lead to further debate on removing commissions but would overlook the related costs of advice according to Syn...
Financial planning
The financial planning industry has illustrated “inappropriate levels of quality” going back more than a decade, ASIC said....
Financial planning
Australian Unity claims monthly educational contact with clients is optimal....
Financial planning
Commbank Wealth Management head, Annabel Spring says the group will remain focused on its existing strategy....
Financial planning
ANZ trading update declares $5.2 billion unaudited cash profit for nine months to 30 June....
Top 100
In the wake of recent industry-wide change financial planning numbers appear to have moved little, according to data collected for the Money Management Top 100 Dealer Gro...
Financial planning
Law firm suggests simple licensing compliance is the best way of avoiding undue regulatory attention....
Superannuation
Industry fund CareSuper has partnered with accounting group Crowe Horwath to help facilitate exits from SMSFs....
Superannuation
The ISA claims vertical integration and FOFA changes pose risks to fair default fund regime....
Editorial
The Commonwealth Bank has delivered a solid full-year result with its financial planning troubles making little impact in terms of comments or provisioning....
Financial planning
Dealer group Libertas Financial Planning expands its dealer services model to accountants and signs first accountancy practice to the service....
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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...