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FINANCIAL PLANNING
Financial planning
A new survey has revealed significant support among superannuation fund executives and trustees for the in-sourcing of financial planning....
Financial planning
Eureka Whittaker Macnaught, licenced with Financial Wisdom, acquired Ken Mann’s financial planning practice on the NSW Central Coast....
Financial planning
The Australian Taxation Office has made clear that if it grants ‘key intermediary’ status to financial advisers, it will come with conditions around higher standards and ...
Policy & Regulation
The Federal Government has released the exposure draft legislation granting the Australian Securities and Investments Commission product intervention powers and the abil...
Financial planning
A former Commonwealth Bank of Australia financial planner has been sentenced by the Brisbane Magistrates Court over signature forgeries. ...
Financial planning
New findings from Mentor Education Group have shown planners will be expected to put in longer hours at the office to meet client demand....
Financial planning
The major banks’ pursuit of the vertically-integrated bancassurance model has run its course and they should instead be looking to partnerships, according to IOOF....
Financial planning
ASIC has banned South Australian financial adviser Ramana Rao from providing financial services for three years....
Financial planning
Moves to increase monetary claim limits under the new Australian Financial Complaints Authority regime have prompted fears of more PI insurer exits from the financial pla...
Financial planning
The Australian Securities and Investments Commission has accepted an enforceable undertaking from Foster Stockbroking Pty Limited....
Policy & Regulation
Draft legislation released last week by the Federal Government has addressed hybrid mismatch arrangements within the tax system....
Financial planning
A Government-backed Australian Securities and Investments Commission consultation paper has revealed the degree to which planners and planning firms will pay more for lic...
Financial planning
Investment Trends’ latest research shows that consumers increasingly want financial planners to help them achieve their lifestyle, rather than just financial, goals....
Financial planning
Centrepoint Alliance has announced the formation of a group of advice firms known as Partners’ Circle....
Financial planning
Financial Planning Association of Australia members have taken part in several physical challenges in Tasmania to raise money for the association’s philanthropic arm....
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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...