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FINANCIAL ADVICE REFORMS
Financial planning
Not many financial planners and dealer groups have thought enough about the practical implications of fiduciary duty on the actual advice process and systems, says the ma...
Financial planning
A new lobby group has pulled together all the anti-planner commission forces: ISN, ACTU, Choice and others....
Financial planning
The large institutions are keen competitors in the buoyant market for client books, and they are using the same client books to seed new financial planning practices....
Editorial
Rather that focusing exclusively on the Future of Financial Advice reforms, the Government needs to clear up all the outstanding policy issues in financial services, writ...
Editorial
When even municipal councils were subjected to multi-million dollar losses through the global financial crisis, Mike Taylor writes that the Government has few options oth...
Financial planning
Financial planning job numbers jumped 21 per cent in January 2011 compared to January 2010, while they were notably up from seasonal lows in December, according to eJobs ...
Editorial
With draft legislation resulting from the Future of Financial Advice reforms due out within months, Mike Taylor writes that much more is at stake than how financial plann...
Financial planning
The underlying product thresholds defining retail and wholesale investments are set to double as the Government canvasses new rules....
Financial planning
The Industry Super Network has produced a new document reinforcing its approach on annual opt-ins and an expansion of intra-fund advice....
Financial planning
Financial planners will be closely watching the discussion and debate surrounding the Future of Financial Advice (FOFA) reforms....
Editorial
As the Federal Treasury reaches the final stages of its consultation process around the Future of Financial Advice reforms, the debate has seemed closed to the very peopl...
Policy & Regulation
Financial planning firm Infocus Money Management has appointed a new chief operating officer to help transition the business to a fee-for-service model before the propose...
Financial planning
More financial planners may be getting their own Australian Financial Services Licences (AFSLs), but the real debate should be about fulfilling ongoing compliance obligat...
Financial planning
Greater flexibility and independence, increasing dealer group fees, and concerns around fulfilling a fiduciary duty are some of the reasons why more advisers are applying...
Financial planning
New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias the advice gi...
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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...