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ADVICE
Policy & Regulation
ASIC has revealed how the planners sitting on it’s the Financial Services and Credit Panel will sit in judgement on their peers and help determine banning orders....
Financial planning
Paul Barrett’s AZ Next Generation Advisory has added Mornington Peninsula-based Dunsford Financial Planning to its growing stable of financial planning practices....
Financial planning
The Association of Goals Based Advice held its first conference to provide strategies on how to implement a goals-based advisory business....
Superannuation
The Association of Superannuation Funds of Australia has cautioned against extending the so-called regulatory sandbox towards superannuation and holistic advice....
Financial planning
GreenZone Australia co-founder Geoff Rimmer has drawn attention to confidence issues planners face with establishing their own AFSLs....
Financial planning
ANZ has resulted a full-year profit of $6.41 billion but its divisional results provide proof of the sense of its substantial exit from wealth....
Financial planning
The industry needs clarity on how the new educational standards for existing advisers will quantify experience and established client relationships....
Financial planning
The AFA has released its advice competency framework whitepaper at the 2017 conference, highlighting the need for advisers to focus on soft skills, not just technical....
Financial planning
Map My Plan and the AFA have entered into a deal that would allow AFA adviser members to sign up to the firm’s digital advice services for their clients....
Financial planning
Three-quarters of advised Australians believe the advice they received outweighed its cost as advisers are helping them achieve their financial goals and retirement drea...
Financial planning
The AFA will release its Financial Advice Competency Framework at its conference this week, in which it outlines the skills and attributes required by advisers....
Financial planning
ASIC has released its Cost Recovery Implementation Statement outlining its estimated regulatory costs in 2017/18 as part of the industry funding model. ...
Financial planning
Planners are switching insurers at record levels, while many advisers are seeking additional support to expand their life insurance advice....
Financial planning
Most Australians trusted their financial adviser over their financial institutions, while there was disconnect between their risk appetite and expected returns....
People & Products
National Australia Bank Financial Planning has today announced two appointments within its leadership team to manage NSW, QLD and the ACT....
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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...