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FINANCIAL ADVISERS
Tools & guides
Col Fullagar explains why the resources a financial planner spends on networking may be better served on a well-planned joint venture....
Life/Risk
Financial Services Council chief executive John Brogden has defended the FSC's position with regards to a controversial insurance commission policy, but apologised if it ...
Financial planning
A former WealthSure financial adviser has appeared in court facing 22 fraud charges brought by the Australian Securities and Investments Commission....
Superannuation
Where an SMSF has bought property, the break-up of assets may be problematic during a divorce, explains Michael Hallinan....
Superannuation
Financial advisers should encourage the children of SMSF trustees to join the SMSF as members to lower their administration costs and as a way of engaging the younger gen...
Financial planning
The Australian Securities and Investments Commission (ASIC) has alleged in court that a South Australian adviser misappropriated $3.1 million in client funds....
Financial planning
Asgard’s Infinity eWRAP reached a milestone this week – passing $2 billion in funds under management....
Financial planning
Independent superannuation and investment platform provider Wealthtrac has announced a new pricing model aimed at attracting financial adviser interest....
Financial planning
Non-aligned dealer groups are having to adopt a creative approach to filling the revenue shortfall left by bans on volume rebates....
People & Products
A new head of wholesale and a national account manager have joined the ranks of Fidelity Worldwide Investment's Australian team....
Financial planning
FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....
Financial planning
DomaCom has signed a third national dealer group to its Foundation Partner program, which has now signed a total of 11 AFSLs that advise on a total of $3 billion....
Editorial
ASIC has been handed a mammoth task in delivering FOFA, underscoring the tiny window available to the financial services industry to prepare for the new regulatory regime...
Financial planning
Sonnie Bailey explores some of the sources of regulation which extend beyond what financial planners may think of as ‘regulation’, in the narrow sense of the term....
Financial planning
Institutions have been a 'safe port in the storm' for financial advisers, but may face a challenge to retain top advisers when markets recover....
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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,...