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FINANCIAL PLANNING
Financial planning
Fiducian financial services has continued to grow its planner footprint while positioning managing director, Indy Singh for the chairmanship....
Policy & Regulation
The ATO has signalled that SMSF property developments and concessional cap manipulation are on its regulatory radar....
Life/Risk
The insurance sector faces systemic difficulties dealing with mental health coverage, the Actuaries Institute has found....
Financial planning
A new report from KPMG has found three quarters of large and mid-cap companies do not acknowledge financial risks of climate change....
Life/Risk
Correspondence provided to Money Management has revealed why the Australian Securities and Investments Commission declined an FOI request to release documents relating to...
Financial planning
Advisers who are using managed accounts are saving over 14 hours a week and could potentially generate $45,000 p.a. in additional revenue....
Policy & Regulation
The government has announced the appointment of a new ASIC chair for a five-year period, effective from 1 February next year....
Financial planning
The Tax Practitioners Board has been urged to recognise and better understand the central commercial relationship which exists between licensees and ARs before setting ne...
People & Products
The ABA would nominate ANZ chief executive, Shayne Elliott as next chairperson succeeding NAB’s Andrew Thorburn. ...
Policy & Regulation
The Federal Government has thrown its support behind the move to give ASIC regulatory powers to ban the distribution of products it believes would cause harm....
Financial planning
The financial services industry as a whole needs to work together to stamp out rogue financial advisers from the industry rather than working in isolation, Alexis George ...
Financial planning
Advisers who do not ask about a client’s mental and physical health are doing them a disservice, Leading Advice believes....
Financial planning
Madison Financial Group CEO, Annick Donat has warned the AFA’s advice competency framework research should not be exploited for commercial gains....
Financial planning
The Commonwealth Bank has continued its public image rehabilitation strategy by claiming to have removed the sales culture from the incentive program offered to tellers a...
Financial planning
The AFA’s whitepaper may not be the answer to the new educational framework but the association has made it clear it wants to sit at the FASEA table and be consulted....
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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...