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FINANCIAL PLANNING
Financial planning
Paul Barrett’s Italian-backed AZ NGA takes 51 per cent stake in Eureka Whittaker McNaught....
Funds management
Macquarie Wrap has topped the latest Wealth Insights Platform Service Level rankings,w hile Colonial First State remains atop Best Fund Manager Service offerings....
Financial planning
The FSC has welcomed the Federal Government’s move to tighten age pension rules, saying eligibility rules were too generous. ...
Financial planning
The Federal Government has been told that multiple planner professional associations are not an optimal outcome for lifting professional and ethical standards. ...
Financial planning
Large consulting group, Ernst & Young issues an analysis suggesting banks need to change in the wealth management space but its unlikely they'll abandon vertical integrat...
Policy & Regulation
Australia's banking industry is "committed to rebuilding consumer trust and confident in financial advice", the ABA stated in a submission to the Treasury. ...
Financial planning
A financial planner has been ordered to surrender his passport following an ASIC request and investigation into alleged unauthorised withdrawals of client funds....
Financial planning
Midwinter will roll out a ‘digital advice framework’ offering stating ‘robo-advice’ was poorly understood and belonged in a wider advice provision model....
People & Products
Koda Capital expands advice team recruiting experience planners from Macquarie Bank and Morgan Stanley Private Wealth...
People & Products
Spring FG establishes real estate management division as part of diversification move....
People & Products
Recently-appointed Treasury head, John Fraser, will join Assistant Treasurer, Josh Frydenberg, Shadow Treasurer, Chris Bowen and former Prime Minsiter, Julia Gillard as d...
People & Products
Independent accountancy and advisory firm Cor Cordis recruits ANZ’s Lou Todesco as an associate director....
Financial planning
Australasia’s peak financial services body, FINSIA, wants all financial advisers to sit a national exam to boost consumer confidence in the profession....
Financial planning
ASIC has moved to issue a Regulatory Guide based on the recent remediation exercises flowing from major planning failures....
Financial planning
Planners who believe advice will remain face to face are being naïve and overlooking the level of digital engagement among consumers....
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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...