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FINANCIAL ADVISER
Financial planning
Across an average planner's client base, there is about $3.2 million sitting in cash that would have otherwise been invested in growth assets, but hasn’t been due to mark...
Superannuation
LGsuper has appointed Decimal to help provide an online scaled advice solution for the fund....
Financial planning
FOS backs actions of planner after client accountant's tax-related strategy ends in complaint....
Financial planning
A Perth-based financial adviser has been permanently banned from the industry after engaging in fraudulent and misleading activities, according to the Australian Securiti...
Financial planning
Bendigo Wealth is looking to add superannuation to its low-cost Trinity3 platform, as well as launching an income fund and an index fund....
Tools & guides
What does ';best interests' advice mean for financial advisers? Pam Roberts reports....
Financial planning
Low-cost, simple financial advice should be incorporated into MySuper and the costs bundled along with overall superannuation costs, according to Mercer....
Financial planning
A former Sydney financial adviser has pleaded guilty to six charges relating to fraud and dishonest conduct....
Editorial
With remote access and flexible working hours becoming par for the course, Bruce Gingell considers the viability of the mobile financial planning business model....
Editorial
With the Government having released its FOFA proposals, Rick Cosier writes that financial planners have fallen victim to a range of blatant misconceptions that need to be...
Policy & Regulation
Midwinter has made a range of changes to its Client Manager and Reasonable Basis software in response to the Government's recently announced FOFA reforms....
Editorial
National Australia Bank has turned a strong half-year result with a net profit of $2.428 billion....
Editorial
Despite the current emphasis on FOFA, Ian Knox explains why it is that clients, not reform, should come first....
People & Products
IOOF Holdings (IOOF) has found a replacement for its national head of sales, following the resignation of Alexandra Tullio in February....
Financial planning
New AFA research has confirmed FOFA risks escalating Australia's underinsurance problems....
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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....