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Financial planning
Australian Unity Funds Management has found itself in legal dispute with David Tweed....
Financial planning
Neither the executive structure nor the operations will alter following Dai-ichi’s acquisition of Tower....
Policy & Regulation
The lift in financial advice standards proposed by the Future of Financial Advice (FOFA) reforms is a step in the right direction, but it is not enough, according to Glob...
Financial planning
The Senate has asked the Productivity Commission to create a new process for the selection and review of default superannuation funds....
Financial planning
The introduction of a statutory fiduciary duty for advisers could see the financial services industry return to the agent and broker models of its roots....
Financial planning
SSFS is looking for a new managing director after incumbent Peter McKillop announced his retirement....
Financial planning
The Association of Financial Advisers annual conference has been told planners should be careful not to disgard C and D clients....
Financial planning
Australia should use its trading clout with China to force Chinese companies to become more socially responsible, according to the chief executive officer of Global Curre...
Superannuation
AMP will be rolling out a superannuation member benefits report that the company says is designed to be highly personalised, easy to read and understand, and helpful for ...
Editorial
The Ripoll Review recently proposed the introduction of a statutory fiduciary duty for financial advisers. Tim Browne examines the importance of such an obligation for th...
Financial planning
Improving financial literacy of consumers remains a critical challenge for Australia’s financial services industry, according to Brett Jollie, managing director of ...
Financial planning
Stark differences exist between the financial services policies of the Government and the Coalition, according to the Minister for Financial Services, Chris Bowen....
Financial planning
Several industry fund executives have acknowledged the industry fund's war on commissions has caused collateral damage to financial advice and hurt the ability of super f...
Financial planning
The popularity of separately managed accounts (SMAs) continues to improve, with the second annual review of the Australian SMA sector from Standard & Poor's Fund Services...
Financial planning
The founder and chief executive of the India Equities Fund, John Pereira, has exited the company as part of its wind down....
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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...