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Accounting
The Financial Planning Association (FPA) and the Investments and Financial Services Association (IFSA) have moved to head off a further bid by accountants to get a larger...
Financial planning
The average Statement of Advice prepared by financial planners is full of jargon and unnecessary information, but lacking in key disclosure elements, an investigation by ...
Financial planning
The Federal election has thrown the January 1, 2005 deadline for fund managers and advisers having to disclose all fees and benefits as dollar amounts into disarray with ...
Financial planning
Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....
Financial planning
Payments received by financial planners for using master trusts and wrap platforms are set to come under increasing scrutiny, with two key industry bodies close to signin...
Financial planning
The man with a Midas touch for property investment owes much of his success to the harsh lessons of Estate Mortgage and keeping close to his customers, including financia...
Financial planning
Financial planning dealer groups have hit out at plans by the Australian Taxation Office (ATO) to target a new public register of soft dollar commission payments....
Financial planning
Improvements in disclosure appear to be resulting in a more favourable public perception of financial planners, according to new research by finance and accounting body, ...
Financial planning
The financial services industry has experienced increasing levels of regulation during the past few years, with one of the primary objectives being better protection for ...
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
Don’t jettison the basics when you prepare Statements of Advice, writes Lisa Chambers....
Financial planning
St George Bank-owned Ascalon Capital Managers has acquired an equity stake of up to 46 per cent in Alleron Investment Management, to bring the number of boutique fund man...
Accounting
Accountants are set to take the moral high ground over advisers on soft dollar remuneration after developing a new code of conduct that takes a much tougher stance than t...
Financial planning
The Australian Securities and Investments Commission has warned that it may ramp up its surveillance of financial planning groups to coincide with tough new regulations o...
Financial planning
A Sydney-based adviser who has built-up the funds under advice in his one-man business to $120 million over 24 years, has been acknowledged as the industry's best risk sp...
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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...