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FINANCIAL ADVICE REFORMS
Funds management
Managed account operators set to face increased competition as mainstream platform providers integrate increase their capabilities in this space...
Financial planning
Investor satisfaction with financial advisers hits a seven-year high, with planners rated highly on trust, technical ability and performance. ...
Financial planning
Touted as the next frontier for accountants, Limited Australian Financial Service Licences (AFSLs) are starting to gain traction with planners too. But what makes them so...
Funds management
ASIC confirms new MDA guidelines likely in 2014....
Funds management
Platform provider HUB24 will develop and administer investment and superannuation wrap offering for Premium Wealth Management....
Financial planning
Regulator spends big but earns its keep for Commonwealth...
Financial planning
Bank executive confirms impact of grandfathering on practice funding. ...
Superannuation
As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...
Financial planning
Professions working off old stereotypes need to look to future co-operation...
Funds management
ETFs have hit record highs on inflows as advisers make them a central part of portfolio plays....
Financial planning
Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...
Funds management
Investors set to own platform via equity stakes deal....
Financial planning
The Commonwealth Bank has finished the last financial year with $7.6 billion in net profit after tax, and an earnings boost for its wealth management division. ...
Financial planning
The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...
Financial planning
Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....
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MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...