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FINANCIAL ADVISER
Policy & Regulation
The disallowance of the Future of Financial Advice amendments may hurt consumers who will not be able to access scaled advice and may be forced to change to less suitable...
Financial planning
AMP SMSF has backed calls for making it compulsory for financial advisers to undertake specific training if they are going to advise on SMSFs....
Financial planning
New research suggests SMSF advice is a prime area for consolidation....
Financial planning
A former Storm Financial adviser has had a charge against him dropped after an elderly witness deemed critical to the prosecution’s case died, ASIC reports. ...
Financial planning
A Victorian financial adviser has been banned from providing financial services for seven years after an ASIC investigation found he had breached “numerous financial serv...
Financial planning
As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...
Superannuation
The Australian Securities and Investments Commission (ASIC) has taken its case against a property company to the Supreme Court, arguing the group is spruiking the use of ...
Financial planning
Dealer group head laments lack of consultation with planning industry ahead of launch of Adviser Ratings....
Awards
A passion for promoting the benefits of superannuation but also good governance and social engagement has been a feature of Michelle DiFabio’s work in financial services ...
Financial planning
A former adviser who pleaded guilty to misappropriating $1.9 million of clients' funds has had her sentence reduced by almost four years. ...
Life/Risk
Jim Minto tracks how the life insurance industry has evolved, particularly with the advent of new superannuation channels....
Financial planning
A Queensland adviser has been given a hold on a five-year ban from ASIC following a hearing at the Administrative Appeals Tribunal....
Financial planning
FPA chairman, Matthew Rowe, has queried the dearth of practicing planners on FSC/AFA insurance working group....
Financial planning
BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....
Financial planning
After scanning through thousands of Statements of Advice, Katherine Marchant runs through the common mistakes planners make that jeopardise best practice....
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MARKET INSIGHTS
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 ...