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Financial planning
ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...
Policy & Regulation
All focus has turned to Opposition amendments and the attitude of the independents as Parliament prepares to debate the FOFA bills....
Financial planning
A banned Gold Coast financial adviser will return to court today to face 19 criminal charges including providing false or misleading statements and failing to have a reas...
Policy & Regulation
The absence of key independent Bob Katter emerges as a concern as the FOFA bills loom for debate....
Financial planning
Count Financial is delivering platform savings and other benefits in the wake of its acquisition by the Commonwealth Bank....
Policy & Regulation
Both the FPA and AFA have distilled their lobbying on FOFA to sets of key issues and vow to maintain the fight....
Financial planning
The Futuro Financial Services brand may survive under the ownership of AMP, despite the plan to have its financial planners licensed under Charter Financial Planning....
Superannuation
SMSFs were one of the target areas for the Stronger Super reforms and while SPAA was broadly happy with the proposed measures, it still has some concerns about implementa...
Financial planning
Macquarie Bank has enhanced its web-based services to assist SMSFs and other clients by providing online access to 10 years worth of clients' Macquarie Cash Management Ac...
Financial planning
For financial advisers, the need to be able to assess their clients’ risk is assuming far greater importance, according to Gabriel Carey....
Editorial
Mike Taylor writes that the failure of the industry’s critics to distinguish between the failure of product and the failure of advice is continuing to tarnish the reputat...
Financial planning
AMP has invested in Futuro Financial Services, taking an initial 10 per cent minority stake with a plan to take full ownership of the business in five years....
Policy & Regulation
Financial planning industry awaits announcements from Financial Services Minister, Bill Shorten, while lobbying around FOFA amendments intensifies....
Superannuation
More than a third of new SMSF members in 2011 were under the age of 45, presenting an opportunity for advisers, particularly in the area of scaled advice, according to th...
Financial planning
Social media such as Facebook, Twitter and LinkedIn are more about marketing the services of financial planners than about advice delivery....
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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,...