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FUTURE OF FINANCIAL ADVICE
Financial planning
Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...
Rate the raters
They may have expanded their services, but research houses are not about to give fund managers a free pass to market. Jason Spits reports....
Accounting
The Institute of Public Accountants has given its members an alternative to compliance with APES 230. ...
Financial planning
More than half of advisers in the industry have been approached by one or more dealer group asking them to switch, according to a CoreData survey....
Financial planning
ASIC doubles NTA levels for custodians and IDPS providers ...
Financial planning
BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....
Superannuation
AIST and ISN are calling for a clearer definition of the word 'advice’, as the current wording of TASA prohibits industry super funds from providing intra-fund advice. ...
Financial planning
Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....
Superannuation
Financial planning firms operating in-house portfolio construction functions face having to 'FOFA-proof' against looming operational risks embedded in the Future of Finan...
Financial planning
Just like any other business, financial advice practices need to think about sustainability. Marc Fabris explains how to make sure your business enjoys many happy birthda...
Funds management
Jonathan Wu, who started his career in financial services as a teenager, was this year’s recipient of the Young Achiever of the Year award for 2013....
Superannuation
Super funds should be able to provide limited advice on retirement products, according to ASFA’s newly released white paper. ...
Financial planning
The new remuneration model announced by Commonwealth Financial Planning will assess advisers on both financial and non-financial performance, and will see the introductio...
Financial planning
Financial planners wishing to keep providing advice in areas such as superannuation after 1 July will have to complete a course approved by the Taxation Practitioners Boa...
Financial planning
ASIC has delayed work on its financial planner training framework while the Future of Financial Advice reforms are being implemented. ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...