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FINANCIAL PLANNING

People & Products

Income Security joins with Avea to launch product aimed at addressing the redundancy insurance gap. ...

Financial planning

FOS has renewed calls for a financial services compensation scheme, after pointing to a clear gap in the consumer protection framework. ...

Financial planning

The Federal Government has signaled that it has abandoned the regulatory changes to FOFA it pursued last year and that any amendments will be via bipartisan agreement. ...

Financial planning

Sydney accounting and advice firms, Pitcher Partners and Moore Stephens, have announced plans for a "game-changing" merger later this year. ...

Financial planning

Boutique dealer group Bombora Advice announced two Victorian-based practices have joined it as equity partners. ...

Financial planning

Australian households are more than two years ahead of their mortgage and have reduced the interest paid on their credit cards, according to a report. ...

Financial planning

Almost 7000 people have confirmed they want advice they received at the CBA reviewed, while the bank has paid $79k in compensation....

Financial planning

ASIC refuses a planning firm permission to tailor how its planners’ remuneration and bonuses are revealed to clients....

Superannuation

Accountants have been urged to ignore the vested interest hype around limited licensing and to follow the counsel of the major accounting bodies. ...

Financial planning

Centrepoint Alliance has appointed the former deputy CEO of the FSC to its board as a non-executive director continuing its governance renewal program....

Financial planning

In a bid to encourage philanthropy the Government has simplified the valuation requirements for donations of listed shares and managed funds....

Financial planning

Boutique planning firm, HNW, will restrict the number of accounting firms it authorises under its AFSL ....

Financial planning

A South Australian mortgage broker has faced Adelaide Magistrates Court over a $12 million deception....

Financial planning

Doctors are set to save money on advice with healthcare specialists, MEDIQ Financial Services, transitioning clients to a new lower cost managed discretionary account sys...

Financial planning

Financial advisers are hiring mortgage brokers and tying them into their business instead of using external referrals according to a mortgage aggregator....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

6 days 15 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 2 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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