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FINANCIAL PLANNING
Editorial
Those pursuing a Royal Commission into the financial planning industry need to stop spinning and get their facts straight....
Financial planning
New US research suggests planners should embrace robo-advice platforms as a useful tool for servicing a particular client segment....
Financial planning
Financial planners are embracing tablets and showing their willingness to spend on technology to better integrate their businesses but Xplan continues to be the most-used...
Policy & Regulation
Specialist lawyer calls for scrapping of key financial services laws that are outmoded and product-focused....
Financial planning
A life/risk adviser has been banned for four years by ASIC who acted on information provided by his licensee, Risk Advice Specialists, which has ceased to trade....
Financial planning
Yesterday’s appearance of IOOF chief executive, Chris Kelaher, before a Senate Committee has fuelled calls for a Royal Commission into financial planning....
Financial planning
Financial advisers must monitor the legality of foreign investment into Australian property, amidst calls for transparent rules to govern the investors....
Financial planning
Financial advice software provider Decimal will offer its online advice platform to more than 100,000 members of a customer-owned mutual bank....
Financial planning
Fiducian has started the new financial year by picking up a North Shore planning practice with more than $60 million in FUM, for $1.25 million....
Financial planning
ASIC has banned a former Provident Capital director from providing financial services for two years, after finding he had engaged in misleading or deceptive conduct in re...
Funds management
Australian Unity reveals strategy to utilise its Flinders acquisition to move into full suite trustee services....
Financial planning
Majority of those aged over 50 felt they were victims of age discrimination in the workforce in the finance sector, a recruitment firm survey showed....
Financial planning
Australia’s Big Four banks have re-signed licensing deals with software provider, Rubik Financial, as dealer groups and independent advisers weigh up their options....
Life/Risk
Specialist lawyer, Ian McDermott warns that licensees may be left carrying the can on claw-backs if advisers change dealer groups mid-stream....
Financial planning
Television personality David Koch picks up a stake in Adviser Ratings and points to financial literacy push....
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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...