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FOFA
Financial planning
Paul Derham draws on extensive recent research to provides tips to help financial planners sail through their next licensee compliance audit. ...
Top 100
MLC’s Insurance Income Protection Platinum has gained the highest praise from advisers in Money Management’s Adviser Choice award to win in the personal super risk disabi...
Life/Risk
It has become ever more important to be a planner’s most-used insurance provider, according to research by Investment Trends....
Financial planning
Australian financial services businesses using overseas staff increase markedly in six months...
Financial planning
Practice brokers are sweating on the new Government providing clarity around grandfathering while buyers are getting fussier....
Financial planning
SFG Australia has officially launched a licensee service model in response to growing demand for back-end support from boutique Australian Financial Services Licensees. ...
Editorial
Money Management congratulates the Coalition Liberal and National Parties on their convincing win at the 7 September Federal Election. However, in doing so, this publicat...
Financial planning
Professions working off old stereotypes need to look to future co-operation...
Financial planning
ASIC has acknowledged an Abbott Federal Government’s intended amendments to FOFA but will not be altering its approach until they become law....
Superannuation
A new analysis suggests recent legislative change will increase the scope for financial planners to work with accountants in the SMSF advice space. ...
Editorial
There is more than a little hypocrisy in calls by law firms for people to avoid using bank financial planners, given the reality that the commercial practices pursued by ...
Funds management
ETFs have hit record highs on inflows as advisers make them a central part of portfolio plays....
Financial planning
Australia’s growing “class action mentality” and the emergence of litigation funders have created fertile ground for claims against participants in the financial services...
Financial planning
The major planning organisations expect the newly-elected Coalition Government to deliver on the promised changes to FOFA....
Editorial
The Industry Super Network appears to have positioned itself for life under a Coalition Government, but Mike Taylor questions whether recent history can be so readily for...
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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...