FINANCIAL ADVICE

Financial planning

FPA uses Comm FP’s continuing troubles to restate case for separating product from advice....

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Financial planning

The Institute of Managed Account Providers will be telling planners about their options in a national roadshow starting in June. ...

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Financial planning

IOOF managing director Chris Kelaher says it will be business as usual for SFGA clients following acquisition....

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Editorial

When Money Management’s sister publication, Super Review, conducted a Post-Retirement and Ageing Forum in Sydney, it served to underline why the superannuation sector nee...

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Financial planning

Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...

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Financial planning

Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...

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Financial planning

Questions are being raised over financial advisers’ focus on traditional products, with a survey showing more than half of respondents viewed specialist risk as a priorit...

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Policy & Regulation

Despite the efforts of licensees to promote succession planning, only a fifth of financial planners have a comprehensive roadmap in place, a survey has revealed. ...

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Financial planning

Financial services is one of last professions to outsource routine procedures to improve productivity....

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Policy & Regulation

The performance of the big four banks in the next half year will be intrinsically linked to the outcome of regulatory reforms in the financial services sector, according ...

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Financial planning

More Australians regret not receiving professional advice to manage finances when they were younger, new research from REST Industry Super reveals. ...

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Financial planning

TASA and FOFA focus of planners’ attention....

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Financial planning

The launch of an advice business by van Eyk has been questioned by a planning group and cautiously received by another research house...

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Superannuation

New research confirms most superannuation fund executives and trustees believe few members understand what super is delivering in terms of insurance cover....

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Editorial

With post-retirement planning emerging as a major issue in 2014, Andrew Gale argues that there needs to be less focus on products and more focus on advice-based solutions...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 4 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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