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Financial planning

The Australian Securities and Investments Commission (ASIC) has teamed up with five industry groups to form a consultation panel to assess strategies to prevent 'bad appl...

Financial planning

Strategy firm Financial and Technical Solutions (FTS) has been signed up by financial planning compliance system, Keys, to provide technical advice in developing specific...

Financial planning

The Financial Planning Association (FPA) has appointed a senior executive to fill its vacant and now combined head of corporate services and member services roles, along ...

Financial planning

The Financial Planning Association has clashed with the Australian Investors Association over the latter accusing the FPA of making false and misleading statements along ...

Financial planning

The Australian Securities and Investments Commission (ASIC) will crack down on shoddy financial reporting to ensure accounting standards are met as a key focus in its 200...

Financial planning

The Australian Securities and Investments Commission (ASIC), the Australian Prudential Regulatory Authority (APRA) and the Australian Tax Office (ATO) will walk away from...

Financial planning

The new generation of high performance BDMs will be highly sought after in the market, but require more support than their predecessors, PETER DAWSON says....

Financial planning

The ‘very poor’ ratings received by some dealer groups in the ACA/ASIC shadow shopping survey has led them to rethink how they operate. BEN ABBOTT investigates....

Financial planning

While the ACA/ASIC Quality of Advice survey may have come as no surprise to the FPA, the planning industry is still reeling from the fallout, as JULIE BENNETT reports....

Financial planning

Question: Is it compulsory for a self-managed superannuation fund (SMSF) to register for GST? If not, is there any advantage in doing so?...

Financial planning

This year will see the FSRA come into force in financial planning practices everywhere, but what else is on the agenda? JULIE BENNETT reports....

Superannuation

Asgard has expanded its service offering to include a self managed super fund (SMSF) adminsitration product, SuperLink, in a bid to stake a claim in the $109 billion do-i...

Financial planning

The Australian Securities and Investments Commission (ASIC) has ordered that a planner with the Bongiorno Financial Advisers group be prohibited from acting as a represen...

Financial planning

Platform provider Symetry has struck a deal that will see it distribute Customer Acquisition and Retention Management’s (CARM) Guided Planning System (GPS) to the 200 adv...

Financial planning

From almost a standing start, Capstone Financial Planning has grown rapidly to earn a place on our list of Fastest Growing Independent Dealers....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

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The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

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Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

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