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FINANCIAL ADVISER
Tools & guides
General awareness among financial planners about issues associated with aged care is one thing, but having a strong knowledge in this area is another, writes IOOF’s Marti...
Financial planning
Macquarie Adviser Service's latest internal survey leaves it feeling satisfied....
Funds management
Each year the Money Management BDM of the Year attracts an outstanding group of candidates, and this year's state winners were no exception....
Funds management
TAL Limited's Nathan Kerr’s understanding of his client base and the undying commitment to the industry that earned him this year’s Money Management BDM of the Year title...
Financial planning
New investment product Macquarie Step has been placed on Macquarie's wrap platform five months after its launch, the group has announced....
Superannuation
Stephen Miller from MLC Technical Services explains how establishing a 13.22C trust can enable SMSF trustees to co-own a residential or business property with a related p...
Financial planning
The Federal Budget has won little applause and much criticism from the financial services industry....
Policy & Regulation
A desire among financial advisers to be seen by their clients as having ultimate control over their portfolios is accelerating a drive towards core and satellite strategy...
Superannuation
An increase in the number of people holding life insurance inside superannuation rather than outside it may mean more people have inadequate cover....
Financial planning
RI Advice Group has rejigged its financial adviser agreements, adopting a 'practise what you preach' mentality when it comes to fee for service....
Editorial
Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...
Funds management
Macquarie Wrap has gone back-to-back in being rated first in the annual Wealth Insights Platform Service Level Reporting Rankings, with Colonial FirstChoice again rated s...
Financial planning
ASIC has permanently banned a former Commonwealth Financial Planning adviser after he was found to have forged the signatures of four of his clients....
Financial planning
A former Commonwealth Financial Planning adviser has been permanently banned by ASIC after it was found he had forged the signatures of four of his clients....
Superannuation
The tendency of independent SMSF clients to treat their financial planner as a consultant rather than a trusted adviser and only seek advice about some issues could cause...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....