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FINANCIAL PLANNING
Policy & Regulation
FSC chief John Brogden has written to the new Labor government asking for FOFA to be extended until 1 July, 2014....
Policy & Regulation
BT Advice has revealed how much in money and human resources it spent on FOFA preparations....
Financial planning
After much debate, FOFA is set to hit the beach in a matter of days on 1 July. D-Day is imminent – and a survival strategy for planners is now absolutely imperative, writ...
Financial planning
As we edge closer to 1 July 2013, Fiona Mackenzie encourages practices to look at how fit for FOFA they are and what they can do to become FOFA-ready....
Financial planning
Financial solutions provider Rubik Financial has launched a COIN Software-integrated iPad app to provide financial advisers with real-time access to client data....
Financial planning
Kinetic Super has renamed its financial services company, eo Financial Services, to align with its recent rebrand....
Financial planning
Tumultuous events in Canberra open the question of who will get the Financial Services portfolio....
Financial planning
Guardian Advice has entered into an equity partnership with Capital Managers as the dealer group launches its new practice equity model. ...
Financial planning
The managed account market is set to expand with respect to both the numbers of offerings available and the number of providers in the space seeking to access planners an...
Editorial
If one issue has clearly defined the divide which continues to exist between financial planners and accountants, it has been the chequered passage of the Government’s Tax...
Financial planning
Half of former Whittaker Macnaught advisers have set up their own practices under CBA-owned Financial Wisdom, while Eureka and MSI Taylor are picking up the rest of the b...
Life/Risk
AMP Limited earnings update reveals extent of losses in Australian wealth protection division....
Editorial
Are we seeing a genuine move back into Australian equities driven by an exit from cash and cash-like investments, or are there other forces at play? A Money Management ro...
Financial planning
ASIC seeks industry input on a shift to higher knowledge and skills levels for planners. ...
Financial planning
ASIC points to conflicted, commission-driven culture at Commonwealth Financial Planning five years ago....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...