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FINANCIAL ADVISER
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....
Financial planning
The Association of Financial Advisers (AFA) has reiterated its calls for the Federal Government to enshrine the term 'financial adviser/planner' in legislation, but in sl...
People & Products
The Association of Financial Advisers (AFA) has appointed Wealth Enhancers financial adviser Sarah Riegelhuth to chair its 2011-2012 GenXt Committee....
Policy & Regulation
The ATO has signalled more action on tax schemes that have become more targeted and tailored....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...