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Financial planning
Financial planner sentiment may be reflecting that of the broader small business community, which has plumbed GFC lows....
Policy & Regulation
The change of speaker in the House of Representatives has made it more likely FOFA will pass with little amendment....
Superannuation
Dealer groups increasingly turn to SMSF specialist accreditation....
People & Products
Brisbane-based high net worth wealth management and financial advisory business MGD Wealth has appointed Select Asset Management to manage two newly created portfolios....
Funds management
New managing director appointed as Darren Steinberg departs Colonial First State Global Asset Management Property....
Policy & Regulation
The Financial Services Council (FSC) warns FOFA tranche may restrict the ability of financial services companies to provide scalable financial advice....
Editorial
The Financial Planning Association seems determined to “raise the bar” on professionalism in the financial planning industry, but as Mike Taylor reports, this might take ...
Policy & Regulation
FOFA second tranche has provided scope for financial planning groups to argue legitimacy of some volume rebates....
Financial planning
Westpac has restructured its divisions and recruited a key executive, Brian Hartzer, from Royal Bank of Scotland....
Financial planning
AMP-backed Multiport has continued to grow its presence in the managed accounts markets, announcing this week it had reached $150 million in funds administered on its man...
Superannuation
ASFA argues support for a higher superannuation guarantee is warranted beyond the mining tax....
Superannuation
Multiport passes $150 million managed accounts milestone....
Financial planning
Despite ongoing lobbying by financial planners, there exists no certainty that key independents Rob Oakeshott and Andrew Wilkie will support key FOFA amendments....
People & Products
Crowe Horwath has bolstered its tax advisory and corporate finance teams with the appointment of Chris Leach, Sam Neale and Darryl Norville....
Financial planning
Crowe Horwath has bolstered its tax advisory and corporate finance teams with the appointment of Chris Leach, Sam Neale and Darryl Norville....
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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...