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Financial planning
Following today’s implementation of amendments to the Financial Services Reform Act (FSRA), advisers are no longer bound to issue a Statement of Advice to existing client...
Financial planning
Boutique dealer group AAA Financial Group (AAAFG) has expanded its head count to 80 advisers nationally from 10 at the start of the year, and is preparing to launch a mor...
Financial planning
Investors should increase their exposure to overseas markets, according to ING Investment Management chief executive Grant Bailey....
Policy & Regulation
The Association of Superannuation Funds of Australia has used its pre-budget submission for the next financial year to again call for the complete abolishment of the 15 p...
Financial planning
Financial planning group Centric Wealth has made four new appointments following the merger of the Berkley Group and Centrestone Wealth Advisers....
Financial planning
Members of corporate superannuation fund Westscheme will soon have direct access to a scaled-down version of CARM’s GPS financial planning software, recently badged by AM...
Financial planning
Genesys Wealth Advisers has become one of the few financial planning dealer groups to add an industry superannuation fund to its recommended list....
Financial planning
UK heavyweight financial services provider Standard Life has signed a six-year contract with First NZ Capital (FNZ) to deliver a wrap service to the independent financial...
Financial planning
AMP Financial Planning advisers will charge negotiable upfront fees of $200 to $700 for TurningPoint, while AdvicePlus Solutions’ price will be agreed with clients, accor...
Financial planning
Tasmanian financial planner Brendan Moore has escaped criminal conviction, despite pleading guilty to not giving four of his clients Statements of Advice after he had hel...
Funds management
St George-owned pooled development fund Ascalon Capital Managers has added Fortuna Funds Management to its stable of boutique funds managers, agreeing to purchase an equi...
Financial planning
Tasmanian financial planner Brendan Moore has escaped a criminal conviction, despite pleading guilty to not giving four of his clients Statements of Advice after he had h...
Financial planning
AMP advisers will charge negotiable upfront fees of $200 to $700 for the ‘TurningPoint experience’, while the price for AdvicePlus Solutions will be agreed with the clien...
Financial planning
Industry groups have responded favourably to their possible involvement in the formulation of four additional example statements of advice ASIC intends to release in the ...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....