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FINANCIAL PLANNING
Financial planning
WHK suffers flat six-month result as planning demand shows limited recovery....
Superannuation
Membership to the Self-Managed Super Fund Professionals’ Association of Australia (SPAA) has jumped by 50 per cent in less than a year....
Policy & Regulation
The principles of the Future of Financial Advice (FOFA) reforms should be extended across a broader range of financial services roles and products, and not just stop at f...
Financial planning
The independents in the House of Representatives have become the target of lobbying efforts on the part of the financial planning industry....
Financial planning
Questions have been raised about the motives of industry superannuation funds offering financial planning services, with the industry defending itself against suggestions...
Financial planning
The FPA welcomes continued primacy of ASIC in regulating planners on tax advice....
Editorial
Financial planners may be upset with Club Plus' Paul Cahill for some of his recent comments, but they should embrace his acknowledgement of the value of advice, Mike Tayl...
Funds management
Yellow Brick Road Wealth Management has launched its own term deposits, claiming to be the first non-bank in Australia to do so....
Superannuation
Representatives of some financial planning industry bodies have expressed anger over the lack of planner representation on the newly formed Stronger Super Peak Consultati...
Editorial
Milana Pokrajac takes a look at recruitment in the wake of the GFC and considers the impact this has had on the job market....
Financial planning
Club Plus Super's in-house financial planning service has proved to be invaluable, according to the company's chief executive Paul Cahill....
Editorial
In an industry known more for conservatism than experimentation, social media has appeared as a minefield. But in the face of that risk, finance brands are making the lea...
Editorial
With draft legislation resulting from the Future of Financial Advice reforms due out within months, Mike Taylor writes that much more is at stake than how financial plann...
Financial planning
Institutions may claim that product biases in buyer of last resort (BOLR) agreements have been removed, but grandfathering arrangements have meant that, up to five years ...
Financial planning
There is likely to be an increase in the number of Financial Planning Association (FPA) licensee members who provide mortgage broking services from the current level of a...
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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?...