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FINANCIAL ADVISERS
Financial planning
AFA chief Richard Klipin has called on the financial services industry to create a united message for consumers next year, following the launch of a new group called the ...
Financial planning
Individually managed accounts (IMA) are just an investment process for some industry members, but others believe they could surpass the popularity of managed funds in 10 ...
Editorial
To be regarded as a serious profession, the industry must differentiate between properly qualified financial planners and those with lesser qualifications, writes Mike Ta...
Financial planning
MLC takes 100 per cent of Meritum Financial Group as it tidies up the loose ends of the Aviva acquisition....
Financial planning
The possibility of a single professional association arose during several sessions at the Financial Planning Association (FPA) national conference, one of which included ...
Editorial
The Financial Planning Association's move towards professionalism could turn out to be very costly for the organisation, writes Mike Taylor....
Financial planning
Based on submissions of real Statements of Advice delivered to clients, dealer group Matrix Planning Solutions has awarded three financial planners with its Good Advice A...
Financial planning
The majority of financial advisers believe RG 146 is an inadequate minimum entry standard and that a tertiary qualification requirement should be introduced, according to...
Financial planning
The AFA has moved to the business planning stage of a pro-advice advertising campaign on the back of strong financial support from members....
Life/Risk
Sydney-based software vendor Omnium has extended its use of the latest technology gadgets by launching the first iPad application for comparing, presenting and selling li...
Editorial
Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...
Financial planning
Conflicting opinions have emerged within the financial services industry about the concept of introducing standard definitions of critical illnesses for Australian life i...
Financial planning
Conflicting opinions have emerged within the financial services industry about the concept of introducing standard definitions of critical illnesses for Australian life i...
Superannuation
Self-managed superannuation fund compliance software provider BGL has teamed up with Macquarie’s COIN to reduce the risk of human error in merging client data....
Superannuation
The Self-Managed Super Fund Professionals’ Association is pushing for higher standards for financial planners who advise in the sector....
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MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...