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FINANCIAL PLANNING
Financial planning
Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....
Editorial
There is more than a little hypocrisy in calls by law firms for people to avoid using bank financial planners, given the reality that the commercial practices pursued by ...
Financial planning
A soundly-based adviser/client relationship offering real value will ultimately withstand clients’ disappointment with negative fluctuations on the share market, writes R...
Financial planning
Australia’s growing “class action mentality” and the emergence of litigation funders have created fertile ground for claims against participants in the financial services...
Financial planning
The major planning organisations expect the newly-elected Coalition Government to deliver on the promised changes to FOFA....
Financial planning
FOFA regulations require planners to outline platform and investment choices in SOAs....
Financial planning
A former WealthSure planner who has been ordered to pay $1.7 million in damages to a client is unlikely to pay the claim after he declared himself bankrupt....
Life/Risk
Australian consumers are more engaged with life insurance than ever before, which could be the cause of increased lapse rates, according to chief executive officer of TAL...
Financial planning
Bradley Thomas Sherwin, the bankrupt chairman of Wickham Securities, has been banned from the financial services industry for more than two and a half years....
Financial planning
Incumbent FPA board member Peter O’Toole calls for the re-election of the FPA board and an end to bickering among the various categories of planners....
People & Products
Financial Planning Services Australia (FPSA), part of the netwealth Advice group, has appointed Peter Boston as national advice manager, the final addition to its new exe...
Accounting
Former WHK group chief executive stands down....
Financial planning
Planners encouraged to assess research house compliance with new regulatory standard....
Superannuation
ASIC’s SMSF taskforce finds some disturbing features within low-balance SMSFs....
Financial planning
ASIC has accepted an enforceable undertaking from WA-based dealer group WealthSure, with former CEO Darren Pawski banned from the industry....
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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...