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FINANCIAL PLANNING
Financial planning
AMP Limited has announced an acceleration of its advice remediation program including both employed and aligned advisers and price cuts to its superannuation products....
Financial planning
IOOF has completed its acquisition of ANZ’s aligned planning dealer groups well ahead of schedule and has accelerated the completion of its Pensions and Investments trans...
Financial planning
Just one in three customers believe the financial services industry can be trusted, according to the latest Deloitte report. ...
Accounting
While many accountants have been proactive in restructuring their businesses to ensure they are “relevant and successful” in the future, “a significantly greater number” ...
Superannuation
Consumer group Choice has called on the Productivity Commission to recommend a total ban on grandfathered commissions....
Knowledge Centre
When putting together client strategies it is important to keep in mind that past investment decisions may be a good indicator of how clients may behave in the future....
Financial planning
The latest draft of the Government’s new legislation covering financial product design and distribution rules have confirmed the heavy obligations which will be carried b...
Financial planning
BT Financial Group has acted on Panorama by cutting platform pricing and simplifying access....
Financial planning
The Financial Planning Association has repeated its call for a three-year phase-out of grandfathered commissions but has suggested solutions to ensure client benefit....
Editorial
The Financial Adviser Standards and Ethics Authority has had a less than stellar beginning and owes it to the financial planning industry to pick up its act and deliver a...
Financial planning
The Financial Planning Association has issued an online questionnaire for members to complete on the Financial Adviser Standards and Ethics Authority’s Financial Adviser ...
Superannuation
The Association of Financial Advisers warns that even though its life/risk adviser members will be advantaged by new legislation making insurance within superannuation “o...
Financial planning
The stockbroking, investment and financial advisory firm expects to post a 65 per cent rise in earnings to $14 million after a “good first half” across all divisions....
Financial planning
Consumers are still voting for brokers over the banks as the provider for lending options, according to Mentor Education Group founder, Mark Sinclair. ...
Policy & Regulation
Wodonga financial planner Neil John Evans pleads guilty to vote-rigging in the director elections for WAW Credit Union Co-Operative....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...