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Financial planning
Instreet Investment is developing a portfolio stress test service to help financial advisers check the investment risk in client portfolios....
Financial planning
A new focus on financial adviser distribution is paying off for ING Direct with its products now recommended by 2,400 advisers in 245 dealer groups....
Financial planning
Paragem has sold its dealer services business, Paragem Dealer Services, to privately owned platform provider netwealth following an approach by the firm....
Superannuation
Following the launch of its gearing package in May of this year, self-managed super fund (SMSF) administrator Multiport has announced further enhancements to the service,...
Editorial
Investor sentiment is still low and financial advisers are blamed for losses. Advisers will face a difficult period in the next 12 months, but will be presented with a ra...
Editorial
When clients fail to do their bit in the client-adviser relationship, financial planners are often blamed for unfavourable outcomes. Col Fullagar proposes a way to avoid ...
Financial planning
Earlier this year, ASIC promised to direct most of its efforts to scrutinising areas such as advice related to structured products. Janine Mace examines the implications ...
Financial planning
Neither financial advisers nor investors have been particularly interested in structured products over the past few years and the sector has significantly shrunk since th...
Financial planning
NAB has reported a strong full-year result, but while increasing financial planner numbers, MLC and NAB Wealth have continued to struggle....
Financial planning
Commonwealth Financial Planning has offered an enforceable undertaking to ASIC as it seeks to strengthen its risk management framework following indiscretions from a "sma...
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....
Policy & Regulation
The financial planning industry needs to remove all perceived conflicts of interest before it can be seen as a trusted profession, according to chartered accountant and f...
Superannuation
Assistant Treasurer Bill Shorten has been accused of protecting industry superannuation funds and handing them an edge in the provision of financial advice....
Financial planning
Angered by the Government's FOFA bill, financial planners have already begun lobbying the key independents in pursuit of crucial amendments....
Financial planning
Matrix Financial Planning is seeking expressions of interest to sell 100 per cent of the business to an external investor....
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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....