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Financial planning
Australia’s largest financial planning dealer group, AMP Financial Planning, has acknowledged the ongoing popularity of industry superannuation funds by adding ten of the...
Financial planning
Without a doubt, the introduction of the Financial Services Reform Act (FSRA) on March 11 was a watershed for the industry....
Financial planning
The ‘product flog’ is hampering attempts at professionalism by financial planners. The big institutions need to ease the sales pressure on advisers, writes Ray Griffin....
Financial planning
The Financial Planning Association (FPA) has been forced to defend itself against accusations that it will not be able to police its own self imposed get-tough codes on s...
Financial planning
MLC is counting the cost of an internal system error that has resulted in the overpayment of commissions to financial planners and could cost the group several million do...
Financial planning
Increasing levels of industry sophistication and improving technology mean existing financial planning proprietors wishing to sell their business will no longer be able t...
Financial planning
A double barrelled attack has been unleashed by the Financial Planning Association and Investment and Financial Services Association enforcing tough new guidelines on pay...
Financial planning
The giant $12 billion UniSuper fund has flexed its industry muscles, appointing six dealer groups to exclusively service its more than 380,000 members, but insisting advi...
Financial planning
Advisers selling Term Allocated Pensions (TAPs) have been warned they may be putting themselves in the firing line of future litigation because of the higher commissions ...
Financial planning
The RetireInvest dealer group has been given a clean bill of health by KPMG, removing the enforceable undertaking put in place in February last year by the Australian Sec...
Rate the raters
The second annual Rate the Risk Raters survey reinforces the growing role of risk researchers, but not everyone is happy. LIAM EGAN reports....
Financial planning
Straight-talking Sharyn Besch is more pragmatic than her peers when it comes to the big issues in the profession she’s always wanted to get into....
Financial planning
How do you charge fees to your clients – upfront or ongoing? The value of your practice could double depending on how you charge for your advice, writes John Ellison....
Financial planning
For Danial White, a fee-for-service future will become a more viable and sustainable business model to work with....
Financial planning
Equity markets are firing, clients are safe in the knowledge that the financial services industry is now governed by one of the world’s most rigorous consumer protection ...
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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...