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MONEY MANAGEMENT
Superannuation
A roundtable is told some SMSFs may be being mis-sold....
Life/Risk
ASIC Commissioner Peter Kell told Money Management there was enough life policy churning in the financial advice industry for the regulator to be concerned about the issu...
People & Products
Professional Investment Services chief executive Peter Walther has outlined a plan to rid the group of the legacy compliance risk issues that dogged it under previous man...
Financial planning
ASIC Commissioner Peter Kell has told Money Management that while introducing licensee-specific codes of conduct is an option, it could be a costly and complicated proces...
Financial planning
The AIOFP may consider implementing a fund to help its members cope with adverse FOS findings....
Financial planning
While a number of companies rooted in mortgage broking have expanded into financial planning, it is an area of cultural, regulatory and legal challenges....
Financial planning
The future of platforms and wraps will be discussed at a Money Management event on 15 November....
Financial planning
Infocus Wealth Management founding director Darren Steinhardt yesterday stepped down from his role as managing director of the group, with Rod Bristow assuming the role o...
Financial planning
Five financial planners have been selected as finalists for the Money Management Financial Planner of the Year 2012 award....
Financial planning
With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....
Financial planning
Bank of Queensland's announcement yesterday of an annual loss has sounded a warning bell for Australia's regional banks, according to ratings house FitchRatings....
Accounting
Barry Lambert confirms SMSFs represent a major motivator for accountants to utilise special financial advice licensing....
Financial planning
Financial planning firms are increasingly likely to link with mortgage brokers, but the different skill sets, remuneration models and legal interpretations remain a barri...
Financial planning
BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....
Superannuation
Government promotion pushes benefits of Household Assistance Package to self-funded retirees....
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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?...