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"FINANCIAL PLANNING"
Funds management
Wealth management fintech BigFuture has today unveiled an update to their cloud-based application....
Financial planning
The good will built up by insurers can be too easily squandered by poor practices, a conference has been told....
Financial planning
The lower premiums that go with group insurance do not always represent a better deal at claim time, according to Col Fullagar....
Financial planning
The Financial Services Council has defended the importance of the life insurance industry and pointed to a code of practice being in place in July....
Financial planning
New research confirms financial advice is often the missing ingredient in achieving retirement incomes adequacy....
Financial planning
The Australian Taxation Office has signalled it will be seeking planners' help in steering clients away from aggressive tax planning schemes. ...
Financial planning
ClearView declares end of “build” phase as it looks to extract advantages from post-LIF environment....
Financial planning
Retail fund administrators need to emulate the example of industry funds in protecting members against non-payment of the super guarantee, says a former planner....
Financial planning
The Government has introduced legislation to underpin the Life Insurance Framework with the promise of further industry consultation around the resultant regulations....
Financial planning
ASIC has revealed how far it went to help planning firms overcome the surprise overturning of the Government’s FOFA regulations....
Financial planning
The Prime Minister, Malcolm Turnbull has denied reports the Government intends abandoning its timetable for lifting the superannuation guarantee to 12 per cent....
Funds management
Securities transaction and fund administration software provider, GBST, has entered an end-to-end managed services agreement with financial advisory firm, Baillieu Holst....
Financial planning
netwealth has been named the number one platform for functionality in a platform market increasingly seeking to compete to meet advisers’ needs....
Financial planning
Paul Barrett’s Italian-backed AZ NGA has further grown its presence with the acquisition of Melbourne-based former RI firm, Empowered Financial Planners....
Financial planning
Baby boomer accountancy practice owners are facing tough market conditions as many generation X and Y accountants eschew business ownership....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...