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FINANCIAL PLANNERS
Financial planning
The increasing complexity of financial services legislation is responsible for the growing levels of frivolous legal claims against planners. ...
Superannuation
Some financial planners are already drawing their advice fee from their clients’ super accounts. ...
Editorial
As the financial planning industry moves into 2014 it does so in the knowledge that the Abbott Government has delivered on its undertakings to address what it regarded as...
Financial planning
Transparency around who is an “aligned” or “non-aligned” adviser deemed vital....
Financial planning
Milana Pokrajac looks at some of the challenges and opportunities financial planners can expect over the next 12 months. ...
Financial planning
Centrepoint’s Peter Kelly outlines some of the issues that will require the attention of the advice profession – and their possible impacts – in 2014....
Financial planning
Government claims its FOFA changes will generate $190 million in costs savings which should be passed through to consumers....
Financial planning
Industry Super Australia worries that changes to FOFA will bring conflicted remuneration back to financial advice....
Financial planning
A new survey of financial planners reveals recent regulatory changes make the provision of margin lending advice less attractive....
Financial planning
Planners still required to provide FDS until FOFA amendments become law....
Financial planning
The release of draft amendments to FOFA have been welcomed but representative bodies still to pick through the details...
Policy & Regulation
Planners providing tax advice will have to adhere to the newly-released guidelines on managing conflicts of interest under TASA....
Financial planning
Aon Financial Services Group merged to create new single division...
Financial planning
The AFA wants the Financial Systems Review to encompass both PI and the external dispute resolution processes....
Financial planning
WA-based online software provider Decimal set to list on ASX and shift to east coast before rollout to planners....
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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,...