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ADVICE
Tools & guides
David Barrett looks at the complexity of the tax (financial) advice regime....
Financial planning
The Commonwealth Bank intends staying in the advice market despite its recent close-down of aligned advice and the sale of Count Financial, according to its chief executi...
Funds management
IOOF's funds under management, advice and administration increased by $4.2 billion in the third quarter of 2019 despite industry-wide impacts....
Superannuation
Retirees with meaningful balances using a minimum drawdown strategy are too conservative with spending but super funds are limited when it comes to giving advice, Willis ...
Financial planning
Providing advice with respect to Self-Managed Superannuation Funds is complex and something deserving deeper analysis than the current review of the Tax Practitioners Boa...
Financial planning
The Australian Securities and Investments Commission has signalled a tougher and more targeted approach to advice within superannuation....
Financial planning
A new report from Forbes Insights and Temenos surveying wealth managers and high net worth individuals (HNWIs) underscores the importance for private banks to continue th...
Financial planning
The Institute of Public Accountants has made a direct call for accountants to be re-enabled to have ‘broader and deeper holistic conversations’ with clients....
People & Products
Copia Investment Partners has announced the appointment of Mani Papakonstantinos to the role of distribution manager covering Victoria and Western Australia....
Financial planning
The latest report of the Banking Code Compliance Monitoring Committee has revealed that the number of complaints relating to financial advice was barely discernible when ...
Financial planning
The Institute of Managed Accounts Professionals has told the Royal Commission that managed accounts should be regarded as a form of advice rather than as a product....
Financial planning
Industry Super Australia has objected to exempting personal financial advice from product design and distribution obligations, arguing planners need to be held responsibl...
Financial planning
The Australian Securities and Investments Commission has made clear it believes product manufacturers should not seek to dictate to advisers under new financial product d...
Financial planning
Financial planners should use technology to position money management as a central component of financial advice, according to Moneysoft....
Funds management
IOOF Holdings said net inflows in funds under management, administration and advice (FUMA) reached $270 million for the first quarter of 2019....
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MARKET INSIGHTS
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...