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Financial planning
AFSLs need to be wary of equity-based crowd-funding platforms that may want to piggy-back off them as a temporary home, The Fold said....
Financial planning
Current regulatory mechanisms are too process-driven to facilitate innovative business models in the financial services sector, The Fold said....
Accounting
Only 15 per cent of accountants in providing advice on SMSFs are authorised to provide investment advice while a further 13 per cent are only RG146 compliant....
Superannuation
A recent study commissioned by IOOF found that greater activity by financial advisers does not necessarily translate into a greater perception of value from clients, writ...
Superannuation
Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...
Financial planning
The FSC said Australian funds managers will gain cross-border access, and the financial services sector will benefit from the Japan Australia Economic Partnership Agreeme...
Policy & Regulation
The planning industry has welcomed the Government’s FOFA changes most of which will be imposed via regulation but which include a tougher approach to conflicted remunerat...
Policy & Regulation
The Federal Government has moved to impose much of its FOFA changes by almost immediate regulation but with significant tightening around conflicted remuneration....
Funds management
Australasian Wealth Investments’ subsidiary invests $250,000 into online investment advice and managed funds supplier...
Policy & Regulation
FOFA should be given time to settle before further changes, according to Minter Ellison....
Financial planning
The FSC has applauded the Japan-Australia free trade agreement as offering big opportunities for export expansion in financial services....
Financial planning
Investment 'supermarket’ InvestSmart has restored its two founders to the helm, who say they have revamped the website to “trumpet the virtues of diversification”....
Editorial
Based on recent media coverage, it would be easy to believe that the Abbott Government was quite recklessly setting about dismantling all the consumer protections contain...
Superannuation
Generation Y are disengaged with their super and planning advice and rely on employers and families for investment advice. ...
Superannuation
ASIC warns property spruikers to steer clear of SMSFs or risk action over providing unlicensed product advice. ...
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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?...