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FINANCIAL PLANNING
Financial planning
Money Management’s survey of adviser intentions on the new Financial Adviser Standards and Ethics Authority regime has revealed Kaplan rather than the universities as the...
Financial planning
Many of the problems identified by the Royal Commission stemmed from a revenue at all costs approach which sublimated the needs of the client, according to an assessment ...
Financial planning
The complicated nature of the divorce settlement of the Amazon chief executive has prompted a family law firm to offer guidance on how separating couples can keep a share...
Financial planning
A number of financial advisers have reacted angrily to the latest Financial Adviser Standards and Ethics Authority education pathways policy claiming it allows insufficie...
Financial planning
The Financial Adviser Standards and Ethics Authority has issued its final education policy outline with the promise of regular updates and confirmation of refinements....
Financial planning
Kaplan Professional and RegTech fintech, Red Marker, have championed for greater collaboration across financial services to help advisers leverage artificial intelligence...
Financial planning
The Association of Financial Advisers has acknowledged that the financial adviser exam will likely act as a culling mechanism for inadequate advisers but has urged that t...
Financial planning
One in three Australians face an uncertain financial future, according to a joint study by the Commonwealth Bank and the Melbourne Institute....
Financial planning
Major risks associated with the residential property could increase significantly in 2019, according to RiskWise Property Research. ...
Financial planning
The new Australian Financial Complaints Authority has called for a last resort compensation scheme while citing $16 million in unpaid determinations, 52 per cent of which...
Financial planning
Advised investors have a significant advantage over their non-advised peers, according to Legg Mason’s 2018 Global Investment Survey. ...
Financial planning
Adviser Ratings has entered into a commercial arrangement with platform provider Netwealth to provide data and insights on adviser intentions....
Financial planning
New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...
Financial planning
Financial advisers worried about the incoming education reforms could restructure their business to become money coaches. ...
Financial planning
Centrepoint Alliance has signalled a strong move away from product development and towards advice servicing, ending its investment in NEOS Life....
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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...