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FINANCIAL PLANNING
Financial planning
NAB confirms Steve Tucker’s departure from MLC....
Editorial
It would seem that in the mind of the Minister for Financial Services, Bill Shorten, accountants need to shoulder none of the responsibility for investors being burned by...
Financial planning
For clients to be fully engaged with their financial affairs they must have enough knowledge to understand what’s happening and why, says business mentor Dean Lombardo....
Financial planning
New survey suggests non-aligned financial planners are the primary source of advice for super fund members....
Financial planning
Equity Trustees writes to Trust Company shareholders claiming the company’s private client business has been underperforming....
Financial planning
The Institute of Managed Account Providers (IMAP) chair Toby Potter says the regulator’s proposed guidance on managed discretionary accounts (MDAs) recognises their impor...
Policy & Regulation
Financial planning software provider COIN expects to be conducting Future of Financial Advice (FOFA) adjustments for the next 18 months. ...
Financial planning
Lifespan denies it has been subject to closer ASIC scrutiny because it recruited former Morrison Carr advisers....
Financial planning
Traditional planning processes often fail to take into account the psychology and specific needs of women, according to CBA executive general manager of advice, Marianne ...
Life/Risk
Insurance comparison website Choosi has responded to concerns raised by some risk advisers about its marketing strategy and service to consumers....
Funds management
Fidelity concerned that many investors fail to analyse what drives higher yields within companies....
People & Products
Mark Rantall has accepted an extension of his term as chief executive officer of the FPA....
Financial planning
ASIC has imposed additional conditions on Lionsgate Financial Group’s licence after conducting a surveillance of its advice business....
Financial planning
Planning firms need to get better at transitioning clients to a new adviser when the original adviser retires, says Equity Trustees head of private wealth Geoff Rimmer....
Financial planning
Australian investors expect the All Ordinaries index to return 8 per cent over the next 12 months, according to an Investment Trends Survey. ...
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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...