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Financial planning
Vertical integration had become an issue and it was time to rebuild trust in financial services, the FSC Leaders Summit has been told....
Financial planning
Managed Accounts Holdings has taken a minority stake in a Queensland planning business linked to GPS Wealth co-founder and director, Ron McGregor....
Editorial
Financial planners should brace themselves for a further period of political and policy uncertainty and possibly rue the lost opportunities of 2013-16. ...
Financial planning
NAB’s insurance transaction with Nippon Life has resulted in consolidation and the creation of the largest retail super fund....
Financial planning
School-like exams might not be appropriate for all advisers under the new education standards, and the word 'exam' should be removed from the Exposure Draft, the AFA said...
Superannuation
Managed portfolios from wealth management platform provider, HUB24, will make SMSF opportunities in Australia more far-reaching....
Funds management
CBA has re-signed Morningstar as its primary investment research provider for its wealth management business. ...
Financial planning
Non-aligned group, Centrepoint Alliance, has rebranded under one umbrella and website, and will run as a single brand with four sub-brands....
Features
The financial planning industry has probably accepted by now that change is a constant, stemming from legislation, regulation, or the Budget. Malavika Santhebennur wades ...
Features
Financial planners talk about what the costs of implementing FOFA have been for their practices even as they contemplate the next suite of changes stemming from tinkering...
Features
Malavika Santhebennur finds out what else is on advisers’ minds other than the 2016 Federal Budget and FOFA in part three of this feature....
Features
Decisions regarding tax this financial year have a lot to do with the upcoming federal election and possible legislative changes. Jassmyn Goh finds out how advisers can b...
Financial planning
CBA has paid over $4.8 million in compensation so far to clients who received poor advice or were charged incorrect fees....
Financial planning
Most people who sought financial advice were doing so at the last minute as they approached retirement, with many finding advice was out of reach for them....
Financial planning
ASIC has accepted an EU from HSBC for potentially giving poor advice to clients on retail structured products without collecting sufficient information and considering th...
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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...