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Superannuation
Reform to self-managed super funds (SMSF) could cause greater complications in the sector, says Townsend Business & Corporate Lawyers principal Peter Townsend....
Financial planning
Financial planners continue to grapple with customer relationship management (CRM) and platform systems, and integration is once again becoming a key concern....
Financial planning
Mortgage brokers have been going through an evolutionary period since the new National Credit Protection Legislation came into effect on January 1, and the challenges the...
Editorial
The long-term effort required to ensure best practice in your financial planning business can reap significant dividends, writes Chandar Varadhan....
Financial planning
The Australian Securities and Investments Commission is conducting an exhaustive audit of the operations of the country’s largest Australian Financial Services Licensees....
Financial planning
The regulatory and ideological changes taking place in financial services are likely to see a more professional, but leaner, financial planning industry emerge....
Financial planning
Radar Results has identified some of the most common and not so obvious deal breakers when selling a financial planning business....
Financial planning
The Commonwealth Bank has called for the retention of dealer group rebates and a self-regulatory approach to the removal of commissions from the financial planning indust...
Financial planning
Peter Dawson and Julie Rigoni have teamed up to launch a new business advisory consulting firm for Australian and offshore investment managers....
Financial planning
The Financial Sector Legislation Amendment (Prudential Refinements and Other Measures) Bill 2010 is aimed at enhancing the powers of the Australian Prudential Regulation ...
Editorial
The Financial Planning Association’s white paper on planner education appears to be a knee-jerk reaction to mounting criticism and scrutiny. ...
Financial planning
While NAB's offer for AXA Asia Pacific's Australian and New Zealand businesses seems to have upped AMP's bid by 4 per cent, the game may not be over yet for AMP....
Financial planning
A New South Wales financial adviser has been banned from providing financial services for 10 years for advising his SMSF clients to invest in companies he directed....
Financial planning
Financial services licensees must stop the merry-go-round of bad advisers, with the industry failing to add substance to the rhetoric of 'weeding out the bad apples'....
People & Products
Colonial First State has appointed senior managers within its Colonial First State Advice Business leadership team, with Tim Browne, John Carnevale, Matthew Brown and Hel...
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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...