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FINANCIAL PLANNING
Superannuation
Industry Super Australia has strongly rejected Government proposals to rebate grandfathered commissions to clients arguing that it will incentivise advisers to recommend ...
Financial planning
The Financial Planning Association has flagged to the Australian Financial Complaints Authority the high likelihood that professional indemnity insurers will refuse to co...
Funds management
The Financial Planning Association has told Treasury that it is the financial product providers who should be responsible for rebating grandfathered commissions and they ...
Financial planning
The two joint chief executive officers of a managed investment scheme operator, Australian Mutual Holdings Limited, have been banned for providing financial services for ...
Financial planning
The Financial Planning Association has warned the Australian Financial Complaints Authority of the risk of planners facing double jeopardy if it reopens matters already d...
Financial planning
The Financial Planning Association has warned the Australian Financial Complaints Authority of significant consequences if professional indemnity insurance cover does not...
Financial planning
Despite have better financial habits than the overall population, millennials are still pessimistic about their financial future, research from Mortgage Choice and CoreDa...
Financial planning
Dividends across developed markets saw a rise in the first quarter of the calendar year, according to research by Plato Investment Management....
Financial planning
A major bank will refund over $3 million to more than 100 retail customers, after an investigation into whether customers believed they were receiving personal rather tha...
Financial planning
EDHEC-Risk Institute has explained a few reasons as to why the March projections for Fed Funds in the year to come were lower than the December expectations....
Financial planning
ASIC has released the final report on the Commonwealth Bank’s compliance with additional licence conditions that were imposed regarding advice compensation, written by Ko...
Financial planning
The post-Royal Commission financial planning landscape by 2030 will see a number of losers and winners, according to wealthdigital....
People & Products
Financial planner, Louise Lakomy has been appointed to the board of the Financial Adviser Standards and Ethics Authority....
Financial planning
There is more demand for risk and compliance professionals than any other role in wealth management, according to SUPER Recruiters’ executive director. ...
Features
As 30 June approaches, advisers are starting to look at how to best leverage tax concessions to benefit their clients’ bottom lines. Even during a Federal Election campai...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....