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FINANCIAL SERVICES REFORM
Editorial
While people are generally reluctant to embrace change, the more proficient financial advisers will adjust swiftly to their new landscape following proposed FOFA amendmen...
Editorial
Frequent changes in the law mean compliance issues can often be a legal minefield. Here, lawyers David Court, Sonnie Bailey and Kathryn Wardrobe answer three frequently a...
People & Products
Dealer group Infocus Money Management has recruited Lyn Dixon as the new head of professional standards and compliance, to support, supervise and train advisers in the fi...
Editorial
With the Government’s release of its Future of Financial Advice proposals, Mike Taylor writes that the financial planning industry now has a tangible target at whic...
Editorial
Financial planners could be forgiven for suffering reform fatigue - and the release, last week, of Richard St John's consultation paper, Review of compensation arrangemen...
Financial planning
Care needs to be taken in mandating a 'best interest' or fiduciary-like duty, because it would imply that one did not already exist, according to Argyle Lawyers principal...
Editorial
The Future of Financial Advice changes may be dominating the attention of the financial services industry but Richard Gilbert points out that the Government has a great d...
Editorial
Stewart Bell looks at the proposed Future of Financial Advice reforms and the changes they have already brought to the industry....
Financial planning
Planning firms have moved into mortgage broking because of the poor quality of the advice handed out by brokers....
Editorial
Rather that focusing exclusively on the Future of Financial Advice reforms, the Government needs to clear up all the outstanding policy issues in financial services, writ...
Editorial
When even municipal councils were subjected to multi-million dollar losses through the global financial crisis, Mike Taylor writes that the Government has few options oth...
Financial planning
The underlying product thresholds defining retail and wholesale investments are set to double as the Government canvasses new rules....
Editorial
As the Government implements its financial services reforms throughout 2011 and beyond, it can either choose to do things the 'hard way'; or the ';easy way', writes Mike ...
Financial planning
Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....
Financial planning
The entry-level requirements for the provision of financial advice may soon be lifted from their very low base, with the corporate regulator undertaking consultation with...
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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...