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FINANCIAL PLANNING
Financial planning
YBR extends product into planner and Asian markets....
Financial planning
Convergence among advice providers will be restricted by control of distribution channels by product manufacturers....
Superannuation
The FSC has warned that around 500,000 people could have their superannuation-related insurance impacted by lifting the lost-member super threshold to $6000....
Financial planning
Successful succession planning requires a mix of research, preparation and experimentation, explains Simon Harris....
Funds management
ETF investments have shot up 50 per cent in the last year, but the bulk of the traffic is still not driven by advisers, a report shows....
Editorial
Mike Taylor writes that ASIC chairman Greg Medcraft has laid out how the regulator sees the future of financial planner education – and the challenge will be how the indu...
Funds management
Dealer group head questions whether bank cross-subsidisation of dealer group services represents anti-competitive behaviour....
Policy & Regulation
The proposed scrapping of FOFA’s conflicted remuneration ban could give planners the green light to offer general advice - but they should still approach with caution, a ...
Policy & Regulation
The Assistant Treasurer, Senator Arthur Sinodinos, says the regulatory changes to FOFA will be ready by the end of this month....
Editorial
Listed financial planning and funds management group Fiducian Portfolio Services reported a consolidated after tax profit of $1.85 million in their half year results....
Financial planning
Financial planning industry veteran Gwen Fletcher passes away aged 94....
Policy & Regulation
Financial planners unlikely to face legal action on FOFA amendment-related advice, with courts recognising FOFA uncertainty....
Financial planning
Planners need to make sure clients have realistic expectations of retirement, not just financially but also in terms of their personal goals....
Editorial
Perpetual posts strong first half and justifies Trust Company acquisition....
Financial planning
Despite financial planning being the most valued service offered by a super fund, only a small percentage of members use it....
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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....