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AUSTRALIAN FINANCIAL SERVICES
Financial planning
Some lenders have been taking advantage of regulatory loopholes to either recommend clients start up a self-managed super fund (SMSF) or obtain a declaration of business ...
Superannuation
A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point for clients looking to borrow to invest in a proper...
Superannuation
A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point to clients looking to borrow to invest in a propert...
Financial planning
Breaches around structured products and advice see ASIC impose licence conditions on JB Global....
Financial planning
A conditional exemption has been granted for Australian advisers to be able to continue to service clients in New Zealand....
Financial planning
ASIC has formed an Emerging Risk Committee specifically aimed at identifying risks to the Australian financial services system before they occur....
Editorial
PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....
Financial planning
A Parliamentary committee has been told ASIC needs to consider the time and costs its demands impose on business....
People & Products
Former AMP Financial Planning business partnership manager, Jim Ivester, has moved to the Australian Financial Services (AFS) Group as regional manager for Western Austra...
Financial planning
Synchron is encouraging its advisers to lobby politicians against the FOFA reforms, which it says pander to the 'socialist' union super fund movement....
Financial planning
Queensland boutique PWK Private Wealth Advisers has moved under the Paragem umbrella....
Policy & Regulation
Some changes under the Government's Future of Financial Advice reforms will not have the intended results, unfairly targeting the smaller players and favouring large inst...
Financial planning
Melbourne-based dealer group Securinvest Financial Planners has selected Zenith as its principal research adviser....
Financial planning
The Australian Chamber Orchestra (ACO) is targeting sophisticated philanthropic investors with a new wholesale fund aimed at benefiting from the appreciating value of rar...
Editorial
Frequent changes in the law mean compliance issues can often be a legal minefield. Here, lawyers David Court, Sonnie Bailey and Kathryn Wardrobe answer three frequently a...
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...