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FINANCIAL PLANNING
Accounting
Count Financial chief executive David Lane predicts influx of accountants to swell the ranks of planners. ...
Financial planning
ASIC claims it had concerns about the quality of financial advice being delivered in Australia before the collapse of Storm and the Commonwealth FP enforceable undertakin...
Editorial
While Rice Warner riled the financial planning industry with its latest research work on behalf of Industry Super Network, history will be the judge of the validity of it...
Financial planning
Law firm ILH Group has announced it will expand into the wealth management space by acquiring a financial planning business....
Financial planning
Becoming a true profession will help the financial planning industry get rid of its bad apples, according to Perpetual chief executive Geoff Lloyd....
Financial planning
Latest research shows up to half of clients using bank-aligned financial planners think their adviser is ‘independent’....
Financial planning
The FSC has announced a long-term alliance with First Nations Foundation to expand its financial literacy program for indigenous Australians....
Financial planning
The role of the ‘platform’ continues to be at the heart of the provision of financial advice to Australians, both young and old....
Financial planning
ASIC chairman attributes regulatory changes impacting planners to failure of industry self-regulation....
Financial planning
The regulator has put forward new proposals to update the record-keeping obligations for those who provide financial advice to retail clients. ...
Financial planning
The regulator has released a report in which it expressed concerns about the number of financial advice groups being owned by product issuers. ...
Financial planning
NAB-owned corporate super provider Plum has rolled out a new online advice tool allowing members to tailor content according to their life stage and generate a statement ...
Financial planning
AIOFP chief Peter Johnston says other associations fail to represent the specific needs of independently owned financial planners at the government level, announcing the ...
Financial planning
A group of boutique financial planning businesses is planning to launch a pro-bono advice service for people in need, which could be beneficial to the financial planning ...
Financial planning
Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....
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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...