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FINANCIAL PLANNING
Financial planning
Independent advice could cease to exist if planning laws continue to back institutions’ current charge of acquisitions, an adviser fears. ...
Financial planning
Sentry Financial Services to write to SMSF clients after ASIC surveillance of corporate authorised representative...
Financial planning
Real estate agents, mortgage brokers, bank employees and SMSFs should all be subject to common regulation, according to Chan and Naylor’s David Hasib....
Financial planning
ISA chief executive, David Whiteley, has accused the major banks of lobbying for the return of sale commissions for financial advice....
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
ANZ will bring financial planning to retail shop fronts as part of a pilot program to showcase its range of advice options....
Financial planning
Financial planning practices on the market are being heavily overpriced because their sellers have failed to adopt a profit-based skew, a broker believes. ...
Financial planning
An embarrassed ASIC has imposed license conditions on Comm FP and Financial Wisdom as short-comings in compensation arrangements are revealed....
Financial planning
FPA uses Comm FP’s continuing troubles to restate case for separating product from advice....
Financial planning
The Institute of Managed Account Providers will be telling planners about their options in a national roadshow starting in June. ...
Financial planning
IOOF managing director Chris Kelaher says it will be business as usual for SFGA clients following acquisition....
Financial planning
IOOF will acquire SFG Australia in a $670 million transaction....
Editorial
When Money Management’s sister publication, Super Review, conducted a Post-Retirement and Ageing Forum in Sydney, it served to underline why the superannuation sector nee...
Editorial
With traditional asset choices no longer offering the portfolio diversification they once did for Australian investors, Alexander McNab makes the case for alternative ass...
Financial planning
ASIC has accepted an enforceable undertaking from a Gold Coast advisory group related to deficiencies in monitoring and supervising its planners...
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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....