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FINANCIAL ADVICE REFORMS
Financial planning
Paragem has sold its dealer services business, Paragem Dealer Services, to privately owned platform provider netwealth following an approach by the firm....
Financial planning
The industry needs to turn its lobbying focus back towards educating consumers about the dangers of underinsurance, according to CommInsure's Tim Browne....
Financial planning
The ISN has used an ASIC report that found around 90 per cent of income of the top 20 licensees is paid by product providers to reiterate calls for key elements of the FO...
Financial planning
Financial planners and paraplanners remain an ongoing hotspot of demand as the wealth management industry continues to battle candidate shortages, according to the latest...
Financial planning
Snowball chief executive Tony McDonald will depart the company on 4 October 2012 as part of the integration between Snowball and Shadforth, the company announced....
People & Products
CommInsure has appointed Lachlan MacDonald as its state manager for Queensland....
People & Products
CommInsure has appointed Lachlan MacDonald as its state manager for Queensland....
Editorial
Samantha Hills provides tips for financial planners on how to manage and avoid conflicts of interest when dealing with clients, ahead of the proposed FOFA changes....
Financial planning
Up to 70 per cent of financial planners have reported approaches by a rival dealer group to switch licensees in the past 12 months, according to a Midwinter survey....
Editorial
Non-aligned dealer group executives have long been warning that the new Future of Financial Advice reforms would lead to consolidation in the financial advice market. Geo...
Financial planning
Choice’s view that the quality of financial advice in Australia is "among the worst" is not the fault of financial planners but the industry as a whole, according to Omni...
Financial planning
FPA chief executive Mark Rantall cites advertising campaign as underscoring planners from 'free riders'....
Financial planning
Mercer's push into the wealth management space is based on bringing institutional advice to retail clients, according to Mercer global head of wealth management Cara Will...
Financial planning
Financial planners have already started to focus on costs as a result of the proposed Future of Financial Advice reforms package, which could significantly boost the appe...
Financial planning
At a time when planners are struggling to source business loans, ANZ has provided its advisers with some relief by launching a new financial planner loan facility....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...