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Financial planning
QInvest submission argues that advisers are at cross-roads and that they cannot serve two masters....
Financial planning
ASIC uses its submission to the Ripoll Inquiry to suggest more regulatory intervention and higher licensing and fiduciary standards for planners....
Financial planning
The Institute of Actuaries has suggested that planners be required to give clients a mandatory stress test to ensure they are aware of their risk exposures....
Financial planning
ROBERT KEAVNEY assesses the IFSA Charter on superannuation, and concludes it will lead to a fundamental change in corporate superannuation advice....
Financial planning
Dealer group Millennium3 points to the role of accountants in giving bad advice relating to recent corporate collapses....
Life/Risk
Regulatory changes to overcome deficiencies in managed investments would be inappropriate for insurance brokers....
Financial planning
A submission by Professional Investment Services to a parliamentary inquiry has pointed to the use of investment platforms as one way of mitigating potential conflicts of...
Financial planning
Chairman Tony D'Aloisio admits the global financial crisis has exposed flaws in the way planners are remunerated....
Financial planning
IFSA defends legislative requirements but says areas of financial services regime could be improved....
Financial planning
Dealer groups will need to reinvent themselves to survive, writes DAVID FOX....
Financial planning
A Sydney financial planner who has worked with former clients of Storm Financial in recent months has pointed to an aggressive sales culture within the failed group, incl...
Financial planning
Fees will be decided by industry competition, up to regulator to promote competition....
Financial planning
While a fee-for-service model removes real or perceived conflicts of interest that plague the financial planning industry, it can also hinder firms in attracting new clie...
Financial planning
The chief executive of Forest Enterprises Australia, Andrew White, will have the potential to earn more than $800,000 this year for steering the listed agribusiness compa...
Financial planning
While the financial planning industry continues to air its dirty laundry in public, a groundswell of do-it-yourself investors continues to build, and they are rapidly see...
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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...