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Financial planning
“This issue is a huge sleeper and it makes John Laws look like a bloody Franciscan monk.”...
Financial planning
“How deeply entrenched are soft dollar commissions in the financial services industry?”...
Financial planning
Regulation is a tricky balancing act for our financial services watchdogs. Tom Collins puts the case for less proscription on the latest batch of proposals from ASIC....
Financial planning
The Financial Planners and Investment Advisers Association (FPIA) needs to improve its structure if it is to administer a registration scheme for financial advisers, acco...
Financial planning
Enthusiasm for the inaugural conference of the Financial Planners and Investment Advisers Association (FPIA) appears muted with attendance numbers projected to fall below...
Financial planning
Financial planners holding insurance broking licences should take note of a recent ASIC warning about disclosure of commissions....
Financial planning
Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...
Financial planning
Australia's financial services watchdog has just handed down its vi-sion of how wrap accounts should be regulated. ...
Financial planning
The public and often divided debate on super fund choice has been on the boil for more than two years. It has survived two federal elec-tions; been endorsed by the ground...
Financial planning
Proposals to licence all New Zealand advisers has fallen on silent ears at the country's leading associations, according to New Zealand First consultant, Roly Metge....
Financial planning
Within the IFSA membership the 770 page Wallis report gathers no dust. It is often referred to when the industry is preparing position statements on the CLERP 6 process. ...
Financial planning
The New Zealand office of Equitilink has closed its doors after more than 10 years in business....
Policy & Regulation
The tax office may soon end the freeze on tax liabilities on 7000 as-sessments for tax-effective schemes, according to tax commissioner Michael Carmody. Unless scheme pro...
Financial planning
Far from being a threat to advisers, those financial service providers with a strong track record in the direct business often bring the same levels of service to adviser...
Financial planning
Former Melbourne-based broker Allan Edward Gooderham has been banned from acting as a securities dealer representative or investment adviser for six years and has agreed ...
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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...