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Financial planning
The Association of Financial Advisers will use today's Ripoll Inquiry hearings to back Treasury warnings about unintended consequences flowing from changes to financial p...
Financial planning
Only a complete overhaul of the industry that involves banning commissions and creating a profession with distinct service providers will save the financial planning indu...
Financial planning
Product providers and financial advisers are going to be poles apart when it comes to the complexity of the service they provide: Stackpool....
Financial planning
The Parliamentary Joint Committee has been told that the absence of tax deductibility with respect to fee-for-service advice is creating a market distortion....
Financial planning
IFSA has called for full tax deductibility of financial advice at an inquiry hearing today into financial products and services before the Parliamentary Joint Committee o...
Financial planning
The Financial Services Reform Act has created an industry bogged down in paperwork and regulations, with the effect of driving advisers into the arms of product providers...
Editorial
Is the financial services industry ready to embrace a different regulatory model in circumstances where ASIC has not lived up to the expectations of some? Mike Taylor rep...
Editorial
Two interesting and welcome events occurred in the financial planning industry last week – the Financial Planning Association (FPA) agreed with the Association of Financi...
Financial planning
Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...
Financial planning
The Industry Super Network has slammed the degree to which the banks and major institutions dominate financial planning and suggested commissions were a root cause of the...
Financial planning
ANZ admits some failures on Opes Prime and Storm, but wants the professionalisation of the financial planning industry....
Financial planning
QInvest submission argues that advisers are at cross-roads and that they cannot serve two masters....
Financial planning
The Ideas Centre will help AFA members to build, manage and protect not only the wealth of their clients but also the value of their own businesses....
Financial planning
One of Australia's largest financial planning dealer groups has told a parliamentary inquiry that there are "clear deficiencies" in ASIC's licensing process, while low ed...
Financial planning
The Institute of Actuaries has suggested that planners be required to give clients a mandatory stress test to ensure they are aware of their risk exposures....
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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,...