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FINANCIAL PLANNING
Financial planning
ASIC bans Victorian-based financial adviser Allan Burt Vissenjoux from providing financial services....
Life/Risk
New MetLife/FSC research reveals that tax incentives similar to those applied to health insurance could help bridge Australia’s under-insurance gap....
Superannuation
SPAA membership will be boosted after partnering with Count Financial to provide subsidised services to advisers....
Policy & Regulation
The AFA has moved to enter the FOFA pause consultations with an analysis designed to counter a “rolling campaign of fiction and misrepresentation”....
Financial planning
The big institutions are dropping their product push mentality to attract more advisers. ...
Policy & Regulation
Minister puts brakes on both legislative and regulatory amendments to FOFA but action is well received. ...
Policy & Regulation
Finance Minister, Senator Mathias Cormann pauses FOFA process for consultations...
Financial planning
Planners and accountants unlikely to take each other’s work due to workloads involved. ...
Financial planning
If it is true that only two out of 10 people seek financial advice, perhaps planners need to look to successful entrepreneurs for tips on how to raise their stake, says M...
Financial planning
Dealer group head warns that tough regulations and a range of other factors are making planning an unattractive business....
Accounting
Count launches accountants licensing offer and commits to meeting APES 230....
Financial planning
New Wealth Insights research confirms planners remain generally upbeat....
Accounting
Accountants who wish to avoid product distribution pressure should not join an institutionally aligned licence if they wish to provide advice....
Policy & Regulation
The FSC has obtained legal advice from a Senior Counsel confirming the Government’s FOFA changes will not undermine client best interest or consumer protections....
Policy & Regulation
As FOFA development draws to a close, software companies shift focus to scaled advice and customer engagement, research shows....
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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...