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Financial planning
At the recent Investment and Financial Services Association conference, Money Management conducted a round table in which inndustry leaders canvassed various issues facin...
Superannuation
Money Management's round table at the Investment and Financial Services Association conference also considered the future of Australia's Superannuation Guarantee. ...
Financial planning
The Paraplanner of the Year awards are once again upon us. Paraplanners can enter online as of today for this year's celebrity-themed awards....
Financial planning
FPA chief executive Jo-Anne Bloch tells Parliamentary Inquiry it must not focus on just certain groups....
Financial planning
The Australian Prudential Regulation Authority's superannuation tables are not reflective of many superannuants' experiences, nor a meaningful indicator of how super fund...
Editorial
Is the financial services industry ready to embrace a different regulatory model in circumstances where ASIC has not lived up to the expectations of some? Mike Taylor rep...
Financial planning
Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...
Financial planning
A round-table of industry chief executives has backed calls for ASIC's intra-fund advice relief to be extended to financial planners....
Financial planning
What becomes relevant information for financial advice is being influenced by data collector expertise....
Financial planning
The Financial Planning Association (FPA) has renovated its Code of Professional Practice for the first time in years, bringing several of the FPA's codes and standards un...
Financial planning
Plan B suggests the financial services industry may need two sets of standards....
Financial planning
Client communication is the most critical determinant in achieving client loyalty and satisfaction, but research shows it is still being neglected by planners, according ...
Financial planning
The global financial crisis has slowed the flow of candidates for entry-level financial planning qualifications but, as AMAL AWAD reports, the education providers remain ...
Financial planning
It is time to start putting Australia’s financial planning education regime into perspective so that new objectives can be pursued, writes RICK DI CRISTOFORO....
Financial planning
The degree to which superannuation funds comply with the regulatory constraints surrounding the new intra-fund advice regime will rely on how closely they are watched by ...
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Podcast
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...