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FINANCIAL ADVICE INDUSTRY
Financial planning
The financial advice industry is mourning the loss of Synchron founder and director Paul Riegelhuth, who died late last week after an accident at his home on Sunday 28 Ap...
Editorial
Legal experts Samantha Hills and Grant Holley dissect the best interests duty and the obligations that come with it....
Financial planning
Colonial First State has relaunched its regulatory reforms website for financial advisers to cope with post-FOFA environment. ...
Financial planning
Due to conflicts surrounding the link between product and advice, large parents of financial planning groups should use monitoring mechanisms to ensure the advice provide...
Financial planning
AFA has launched a new initiative to “connect and support” females across the financial advice industry....
Financial planning
State Street Global Advisors (SSgA) has launched a new product – a Global Managed Volatility Alpha strategy....
Financial planning
AMP Horizons has made changes to its advice processes after they were found wanting by the Australian Securities and Investments Commission (ASIC)....
Financial planning
Some financial advisers who regarded ETF growth as merely cyclical and not structural are starting to change their position, according to a report published by ETF Consul...
Life/Risk
ASIC Commissioner Peter Kell told Money Management there was enough life policy churning in the financial advice industry for the regulator to be concerned about the issu...
Financial planning
The AFA has launched a white paper called Pathways to Excellence, which analyses what clients want from advice businesses....
Financial planning
Sonnie Bailey explores some of the sources of regulation which extend beyond what financial planners may think of as ‘regulation’, in the narrow sense of the term....
Financial planning
The advice industry needs to work out the best way it can adapt to an increase in online participation by consumers....
Financial planning
The Association of Financial Advisers has warned against going too far to address churn when it is not systemic, and only a few advisers are guilty....
Financial planning
ASIC will soon hold discussions with the financial planning industry about the potential for setting up a self-regulatory organisation which would develop and administer ...
Financial planning
ANZ's Paul Barrett says educating consumers is the key to growing adviser credibility....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....