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FINANCIAL ADVISER
Financial planning
A Queensland-based financial adviser who worked for a Countplus-aligned firm has been permanently banned from the financial services industry after he was found not to h...
Financial planning
A former director of Genesys’ authorised representative, Vanguard Financial Planning, has pleaded guilty to misusing his position to gain financial advantage for someone ...
Financial planning
Significant growth in adviser numbers over the last 12 months has prompted the Madison Financial Group to appoint Jaime Johns as national practice development manager....
Financial planning
A Perth based adviser has challenged politicians to run a successful risk insurance businesses under the models they are advocating claiming it would be impossible to do ...
Financial planning
Planners will pay more than $40 each to be recorded on the new ASIC adviser register with initial fees set to cost the planning sector more than $750,000....
Financial planning
The ABA is backing the Federal Government’s recommendation of co-regulation as a solution to FOFA issues....
Financial planning
In the lead up to the introduction of a public financial adviser register the Australian Bankers’ Association has said it will increase transparency, protection, and conf...
Financial planning
With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...
Financial planning
An increasing number of participants in the financial services industry are subject to a "best interests" obligation in relation to their clients. But what exactly does ...
Editorial
Former FPA chairman, Matthew Rowe argues that the changing dynamics impacting the financial planning industry makes it inevitable that some organisations will wither and ...
Financial planning
A former financial adviser has been jailed for defrauding more than 150 of her clients over two decades. ...
Financial planning
Beyond what they see in media headlines, many consumers have no idea what a financial planner does, a wealth management veteran believes. ...
Life/Risk
A recent court case sheds light on the details advisers need to consider when replacing an insurance policy, Col Fullagar writes. ...
Funds management
Retail investors significantly lack geographical and asset class diversification in portfolios, Goldman Sachs Asset Management found....
Editorial
The immediate past chairman of the Financial Planning Association, Matthew Rowe, sees considerable significance in the findings of the Joint Parliamentary Committee which...
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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....