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FINANCIAL PLANNERS
Financial planning
The draft Tax Agent Services Act regulations have proposed waiving tax and commercial law course requirements for financial planners with relevant experience....
Policy & Regulation
Industry lobbyists are giving the Federal Government’s decision to plough ahead with the implementation of some elements of the Future of Financial Advice reforms a mixed...
Financial planning
Planners working with high net worth clients need to be across their full financial picture to avoid losing control according to the head of a family office advice busine...
Financial planning
Specialist bank Investec will boost its adviser banking services push after the sale of its specialist lending business to the Bank of Queensland. ...
Financial planning
Restoring the reputation of financial planners could depend on a co-regulatory model, where the industry sets and monitors its own scrupulous standards, the FPA says. ...
Policy & Regulation
Industry Super Australia (ISA) has reiterated its view that Future of Financial Advise (FOFA) reforms should be given time to deliver benefits to consumers before new cha...
Financial planning
Acute skill shortages in the wealth management sector have given planners the leverage they need to demand higher salaries, a survey has revealed. ...
Financial planning
Planners have rejected mainstream broad cap managers clustered around the benchmark opting for a mix of passive investments and specialist active managers....
Financial planning
Penalties for financial planners who breach the law are not severe enough, the Australian Securities and Investments Commission believes....
Financial planning
Colonial First State has consolidated its position at the top of the Wealth Insights platform rankings....
Financial planning
An ageing population has meant retirees and pre-retirees now make up 66 per cent of financial planning clients and 82 per cent of planner funds under advice...
Funds management
Vanguard Investments Australia has been named ETF Provider at the Money Management/Lonsec Fund Manager of the Year Awards, improving on its standing as a finalist in this...
Financial planning
The FSC claims the cost of providing financial advice has risen 33 per cent post-FOFA and the Government’s amendments will reduce this by a third....
Financial planning
Consumers face additional fees and charges of up to $530 million a year if the Federal Government backs proposals to reintroduce commissions, a report from Rice Warner re...
Financial planning
ISA chief executive, David Whiteley, has accused the major banks of lobbying for the return of sale commissions for financial advice....
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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,...