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FINANCIAL ADVICE
Financial planning
Industry Super Australia wants the Government’s FSR process to traverse conflicts of interest and the role of sales and advice personnel....
Financial planning
Boutique Financial Planners Principals' Group (BFPPG) has renewed its push for transparent licensee ownership disclosure, hoping the rounding off of FOFA reforms will all...
Financial planning
The threat of regulatory change has outranked cyber crime and PR disasters as the greatest risk to the financial services industry, a survey shows. ...
Financial planning
FOFA reforms have not impacted recruitment within financial services, with some businesses looking to increase staff numbers....
Financial planning
Recruitment expert says hiring activity in wealth management is currently at its highest levels in two years....
Policy & Regulation
Large number of planning practices ready to act on grandfathering amendments after preparing in advance....
Life/Risk
The provision of advice during life insurance claims should be part of an holistic advice model but has been largely ignored....
Financial planning
The demand for financial advice is quickly rising, with industry super funds expected to deliver, according to an Investment Trends report....
Superannuation
Changes to FOFA highlight the need for specialist SMSF advice, according to SPAA....
Editorial
Grandfathering – specifically the transition of pre-existing commission-based advice fees into the new FOFA arrangements – was an industry football that kept getting kick...
Editorial
The Abbott Government has provided David Murray with plenty of scope to go deep when he leads the forthcoming Financial Systems Review, writes Mike Taylor....
Editorial
The financial services industry has spent much of the past six years dealing with legislative and regulatory change and, as Mike Taylor writes, the forthcoming Financial ...
Financial planning
As the big banks move their focus away from advice, financial planners will most likely return to the non-aligned space, lawyer says....
Financial planning
While the financial advice industry remains subject to much surveillance and scrutiny, the regulators are 10 years behind in bringing mortgage brokers to task, some claim...
Financial planning
Sinodinos signals the Government’s approach to FOFA will be made public before Christmas....
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MARKET INSIGHTS
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...