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Financial planning
The financial advice community is divided on the FPA’s soon to be released principles on conflicts of interest, displaying mixed opinions on the appropriateness and likel...
Financial planning
Creditors who lost money from failed investments attributed to Westpoint are preparing to launch a class action against the financial planners who helped sell them the pr...
Financial planning
Canberra has criticised ASIC for negative comments one of its senior executives made about financial planners at a public function....
Financial planning
How to value a financial planning practice? Read this article to get better insight into the financial planning business valuation process in Australia....
Financial planning
Scrapping reasonable benefit limits; changing rules on employer eligible termination payments; and making more financial planning services tax deductible have all been su...
Financial planning
First there was Virgin, now another low fee, low cost competitor has announced itself to the superannuation market by taking a swipe at the fees paid to financial planner...
Financial planning
Industry Funds Services chair Garry Weaven has called on the Australian Consumer Association to extend its proposed investigation into trail commission to superannuation....
Financial planning
An online adviser reporting system that claims to take the guesswork out of deducing exact commission payments has been implemented by three dealer groups, with a fourth ...
Financial planning
In the debate that raged between industry and retail funds through the year, Industry Fund Services chair, Garry Weaven, was quite successful in keeping the argument’s fo...
Financial planning
Haintz Financial Services managing director and senior financial adviser David Haintz is a good example of the power of persistence. Highly commended for the Financial Pl...
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
Pure commission-based selling of financial advice or biased buyer of last resort practices are being rapidly dismantled as the Financial Planning Association puts the fin...
Financial planning
AXA and MLC, two of Australia’s largest dealer groups, have made changes to their adviser remuneration policies following the release of the draft of the FPA’s Principles...
Financial planning
The Australian Securities and Investments Commission’s (ASIC’s) Sharmon Grant became the most vilified individual in financial services after her ill-timed and ill-inform...
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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...