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FINANCIAL PLANNING
Policy & Regulation
The FPA has called for the Government to allow alternative methods of paying for advice, in order to increase access to financial planning services....
Financial planning
The value of financial planning is being overlooked in recent debates about investment returns....
Financial planning
Transparency around who is an “aligned” or “non-aligned” adviser deemed vital....
Financial planning
Milana Pokrajac looks at some of the challenges and opportunities financial planners can expect over the next 12 months. ...
Financial planning
Government claims its FOFA changes will generate $190 million in costs savings which should be passed through to consumers....
Financial planning
FOFA amendments attempt to shore up old model that will be undercut by online services. ...
Financial planning
The Assistant Treasurer has denied claims by industry funds that changes to FOFA will water down consumer protection....
Financial planning
Industry Super Australia worries that changes to FOFA will bring conflicted remuneration back to financial advice....
Financial planning
Planners still required to provide FDS until FOFA amendments become law....
Financial planning
Education program to offer continuing professional development and credits towards further qualifications. ...
Financial planning
The release of draft amendments to FOFA have been welcomed but representative bodies still to pick through the details...
Financial planning
The Federal Government has released draft FOFA amendments which it will introduce by regulation wherever possible...
Financial planning
Australians would rather listen to media commentators and experts than their own financial adviser, according to a Goldman Sachs survey....
Financial planning
Former ASIC officer turned consultant calls for standardised, regulated SOA document....
Financial planning
Industry Super Australia wants the Government’s FSR process to traverse conflicts of interest and the role of sales and advice personnel....
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MARKET INSIGHTS
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...