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FINANCIAL PLANNERS
Financial planning
The FPA signals a 10-point plan which would see product-related advice subject to regulation and salespeople precluded from being called financial planners/advisers....
Financial planning
The Institute of Managed Account Providers will be telling planners about their options in a national roadshow starting in June. ...
Financial planning
Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...
Financial planning
Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...
Policy & Regulation
Despite the efforts of licensees to promote succession planning, only a fifth of financial planners have a comprehensive roadmap in place, a survey has revealed. ...
Policy & Regulation
ASIC should outsource PDS approvals to an independent research panel funded by planner levy. ...
Financial planning
Fiducian spends $1.31 million on purchase of client base....
Editorial
While many Australians will resent a Federal Budget which includes a lifting of the pension age to 70, such a move is likely to generate plenty of business and new produc...
Funds management
Over the past 12 months the global equities sector has seen the highest number of new product entrants since before the onset of the global financial crisis....
Financial planning
TASA and FOFA focus of planners’ attention....
Financial planning
Planners are pushing record sums of new client money into listed investments, research shows....
Superannuation
SPAA supports ASIC’s drive for tougher measures to tackle the 'bad apples’ of the financial services industry....
Financial planning
No-one likes a surprise when wrestling with tax and superannuation, and financial planners heading towards the end of financial year seem primed on what is about to chang...
Editorial
A common theme of submissions to the Financial Systems Review is a call for higher levels of financial literacy, but this needs to be coupled with a message around the va...
Editorial
Mike Taylor writes that ASIC is right to pursue managers with just as much vigour as it pursues financial planners when things go wrong. ...
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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,...