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FINANCIAL SERVICES REFORM
Financial planning
Financial planners are being prevented from improving the quality of advice they provide and may have to drop some of their smaller clients because of an overwhelming com...
Financial planning
The financial planning job market has moved on from its compliance myopia. Ross Kelly has the low down on the skills that will get you that dream job....
Financial planning
Eight Victoria-based RetireInvest franchises have split from the ING-owned advice firm to launch a new independent dealer group with 20 authorised representatives and mor...
Financial planning
Risk advisers can benefit from using research. But as Ross Kelly discovers, that’s not where the story ends....
Financial planning
Product pushing is a bummer. Disclosure is all good. Financial Services Reform (FSR) is a positive. Becoming a certified financial planner is a must. Fee-for-service is c...
Financial planning
Straight-talking Sharyn Besch is more pragmatic than her peers when it comes to the big issues in the profession she’s always wanted to get into....
Financial planning
The youth of today are just too lazy and apathetic to think about going to a financial planner, right?...
Financial planning
Equity markets are firing, clients are safe in the knowledge that the financial services industry is now governed by one of the world’s most rigorous consumer protection ...
Financial planning
Advisers have been urged to stake a claim in the burgeoning $210 billion corporate superannuation market as the industry braces itself for the implementation of the choic...
Financial planning
The Australian Securities and Investment Commission has released a guide to help Australian Financial Service licensees who suspect they may be breaching relevant regulat...
Financial planning
Investors are less interested in the fees-versus-commissions debate and much more interested in finding an adviser they can depend on, writes Craig Dunn....
Financial planning
Melbourne-based boutique dealer Financial Partnership wants its planners to feel they have a say in the business, something it believes is sorely lacking elsewhere. John ...
Financial planning
The Financial Planning Association will continue to lobby the Coalition Government following John Howard’s landslide victory in Saturday’s federal election, with the aim ...
Financial planning
Financial planners and other financial services providers who sell products over the phone or in other ‘time critical’ situations have had their compliance burden reduced...
Financial planning
The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...