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FINANCIAL PLANNING
Tools & guides
David Barrett looks at what financial advisers need to understand now that the TTR changes come into place....
Financial planning
The CBA has thus far paid over $29 million in compensation for its customers who received poor advice from CFP or Financial Wisdom between 2003 and 2012....
Financial planning
The Finance Sector Union wants an independent Government regulator to handle background checks and other protocols aimed at weeding out financial services bad apples....
Editorial
The degree to which financial planning firms can access reliable capital backing is starting to drive long-term changes to the industry, Mike Taylor writes....
Editorial
Mike Taylor writes that serious questions are being asked about whether the Government’s proposed enhancements to the AFSL breach reporting regime will be worth the incre...
Financial planning
The Australian Securities and Investments Commission has been asked whether unions are giving unlicensed advice when they urge employers towards the use of particular sup...
Features
Oksana Patron reports that Money Management’s 2017 Salary Survey has revealed an industry which is not unduly highly paid but within which a majority of people are more t...
Features
The recent court decision against NSG Services Pty Ltd may not have clarified what constitutes ‘best interest’ but it highlighted the ‘reasonable steps’ an AFSL must take...
Financial planning
The Australian ETF market has grown 28 per cent over the year with Vanguard accounting for over a quarter of the market, according to Stockspot....
Awards
Prioritising a client's health and wellbeing over their financial management goals saw Charlie Fraser walk away with the Financial Planner of the Year Award 2017....
Financial planning
A dealer group white paper has lamented that products and personality are still driving the Australian advice industry meaning advisers have to find a better way....
Features
Industry engaged education is necessary for producing investment leaders of the future, Dan Daugaard writes....
Financial planning
Financial software provider Bravura Solutions has appointed a new global head of engineering for its wealth management division....
Financial planning
Research from BT Financial Group showed a third of Australians live pay cheque to pay cheque and also have debt....
Policy & Regulation
Debt management advisers are operating via a regulatory loophole and need to adhere to the same regulatory standards as financial planners, a parliamentary committee has...
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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...