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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 spe...
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
Financial planners are being prevented from improving the quality of advice they provide and may have to drop some of their smaller clients because of an overwhelming com...
Financial planning
The looming choice of fund rules are beginning to have a positive impact on superannuation fees, as retail providers cut costs to compete with cheaper industry and not-fo...
Financial planning
The Financial Planning Association and the Investment and Financial Services Association, have released a finance industry guide on rebates and related payments....
Financial planning
Product pushing is a bummer. Disclosure is all good. Financial Services Reform (FSR) is a positive. Becoming a certified financial planner is a must. Fee-for-service is c...
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
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 ...
Financial planning
Financial planners who receive payments for using investment platforms will face tougher disclosure requirements under new guidelines being considered by the Financial Pl...
Financial planning
Alternative Investment Group Absolute Capital has announced plans to de-list its second fund within a month from the Australian Stock Exchange, citing the “onerous” requi...
Financial planning
Australians have been duped into investing millions of dollars with companies based in Western Samoa and Mauritius after an Australian Securities and Investments Commissi...
Financial planning
Investors are less interested in the fees-versus-commissions debate and much more interested in finding an adviser they can depend on, writes Craig Dunn....
Financial planning
One of the persistently used objections to choice of fund is ‘mis-selling’....
Financial planning
The Australian Securities and Investments Commission (ASIC) has postponed the date by which fund managers and product providers have to comply with the new dollar disclos...
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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...