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FINANCIAL SERVICES REFORM
Financial planning
Australia’s larger financial institutions have begun receiving their Australian Financial Services Licences (AFSL) in compliance with the Financial Services Reform (FSR) ...
Financial planning
The Joint Parliamentary Committee’s recommendations against disclosure of commissions by risk advisers have been branded a “disgrace” and condemned by virtually all sides...
Financial planning
David Knott, chairman of the Australian Securities and Investments Commission (ASIC), has announced that he will step down from his position at the end of 2003, two years...
Financial planning
AMP and PricewaterhouseCoopers (PwC) today launched Magnify Financial Planners, a new dealer group catering to the specific needs of chartered accountants considering exp...
Financial planning
Providing the level of advice to suit the client’s needs using different groups of advisers allows St George Bank Advisers to cover more of the bank’s customer base....
Financial planning
The fastest growing dealers are at the big end of town, but so are those with falling numbers. As Ben Abbott discovered, scale does not guarantee success....
Accounting
AMP and PricewaterhouseCoopers have combined to launch a new dealer group catering to the specific needs of chartered accountants considering expanding their service offe...
Financial planning
The Financial Planning Association (FPA) and publisher CCH have jointly launched an electronic compliance manual for financial planners....
Financial planning
The accounting profession has made a last-ditch effort for the right to provide at least a small measure of advice under the Financial Services Reform Act (FSRA)....
Financial planning
The Australian Securities and Investment Commission (ASIC) will call for a standardised fee disclosure template for financial products and services on Tuesday when it rel...
Financial planning
Equities have been a stable of portfolios for investors for many years, but maybe it’s time to stay out of equities argues Tom Collins....
Accounting
Accountants have been cut out from providing even non-specific advice on superannuation products after revisions to the Financial Services Reform regulation adding more f...
Financial planning
Count Financial has weighed in on heated industry debate over whether accountants should be able to provide advice on superannuation fund structures without an Australian...
Financial planning
The Financial Planning Association (FPA), in an attempt to stave off criticism it fails to fully represent its membership base, has appointed two staffers to focus solely...
Financial planning
The Investment and Financial Services Association (IFSA) has backed the Financial Planning Association’s (FPA) recent comments in defending the Financial Services Reform ...
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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?...