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FINANCIAL PLANNING
Financial planning
Two-thirds of ASX 200 boards say they gravitate towards candidates who are known to board members, hindering efforts to ensure 30 per cent of directors are women. ...
Policy & Regulation
The Turnbull Government will strengthen criminal and civil penalties for corporate and financial misdeeds, following revelations of staggering misconduct in this week’s R...
News
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services industry has been told BT Financial Planning failed to fully inform Dover Finan...
News
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has been told a senior BT planner went unpunished despite giving “poor...
Financial planning
The Australian Securities and Investments Commission has banned a former Suncorp financial services adviser for four years....
Financial planning
AMP Limited has been asked why it left clients on under-performing platforms when cheaper and better-performing options were available....
Financial planning
The Financial Planning Association (FPA) has found that approximately 60 per cent of its members are degree-qualified, compared to 35 per cent industry-wide....
Financial planning
Robo-advice is growing in recognition in Australia, with older Australians providing a key opportunity for robo-advice providers, according to Investment Trends....
Financial planning
Mentor Education has launched an Aged & Disability Care Specialist Adviser designation to meet the challenges posed by growth in Australia’s ageing and disabled populatio...
Financial planning
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has been told that regulatory reform to financial planning is a work i...
Financial planning
The Financial Planning Association has announced Sharon Taylor’s appointment as chair of the Financial Planning Education Council, following Mark Brimble’s departure in F...
Financial planning
The Association of Financial Advisers has lashed the Parliamentary Joint Committee report into life insurance arguing it is a rehash which falls short of its objectives....
Financial planning
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services industry will begin scrutinising financial advice with the major banks and AMP ...
Financial planning
New analysis suggests the Australian Taxation Office’s crack-down on high net worths has created an opportunity for financial planners....
Editorial
The recent release of the Parliamentary Joint Committee on Corporations and Financial Services inquiry report into the Life Insurance industry makes clear that planners h...
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MARKET INSIGHTS
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...