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FINANCIAL SERVICES REFORM
Financial planning
For many years the Australian Securities and Investments Commission (ASIC) has been urging the financial services industry to take a greater self-regulatory role in compl...
Financial planning
Sentiment among Australian financial planners is about as good as it gets, according to the latest ASSIRT Wealth Insights data....
Financial planning
Australia is confronted by a shortage of financial planners capable of leading to spiralling levels of remuneration, according to the executive director of the Investment...
Financial planning
The Boutique Financial Planning Principals Group is calling for a standard one-page document of conflicts of interest to be developed for inclusion on the front page of a...
Financial planning
Federal Labor will ensure “financial disclosure documents are simplified and standardised” if it comes to power this year, according to shadow treasurer Wayne Swan....
Financial planning
The Financial Planning Association is arguing “considerable further work is necessary” on proposed regulatory changes to the Financial Services Reform Act, which have the...
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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...