FINANCIAL PLANNING

SMSF

The Royal Commission has laid groundwork to improve the financial services sector and build a more trusted industry, according to the SMSF Association....

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Financial planning

The Financial Planning Association has urged the Government to give financial planners access to the Commonwealth Support Places regime to help them pay for obtaining the...

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Financial planning

The Royal Commission has called on the financial services industry to prioritise ethical decision-making and individual accountability, according to the Board of Banking ...

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Financial planning

Kenneth Hayne’s emphasis on culture signals clearly that responsibility for misconduct lies with the senior management and boards of the entities involved, an executive a...

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Financial planning

Investors and self-managed super funds with exposure to the retail property market need to remain alert as the sector is expected to see a significant change....

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Financial planning

The Financial Adviser Standards and Ethics Authority has made some minor concessions around the financial adviser exam....

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Financial planning

New analysis produced by research house Dexx&r has starkly revealed the dollar impact of removing grandfathering, with billions of dollars in superannuation funds under m...

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Financial planning

The Actuaries Institute has signalled its willingness to assist in the implementation of the Royal Commission’s final report’s recommendations....

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Financial planning

A former Adelaide financial adviser has pleaded guilty to 29 dishonesty offences committed when he was a planner, after ASIC found that he stole around $4.88 million from...

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Financial planning

The planning industry faces an obstacle in ensuring consumers are aware that advisers are improving their education standards, if it wants to see the possible improvement...

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Financial planning

Industry Super Australia has told a key Parliamentary Committee that advisers can’t necessarily be trusted when it comes to giving advice around the selection of post-ret...

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Financial planning

The Australian Prudential Regulation Authority has decided to keep the countercyclical capital buffer for authorised deposit-taking institutions on hold at zero per cent....

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Financial planning

Money Management’s survey confirms the likelihood that more than a quarter of financial planners will exit the industry as a result of the Financial Adviser Standards and...

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Financial planning

Financial adviser respondents to an ongoing Money Management survey say that while they back most of the objectives of the Financial Adviser Standards and Ethics Authorit...

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Financial planning

A Hobart financial planner who was not sufficiently trained, despite holding a Diploma of Financial Planning from Kaplan, or competent to provide financial services has b...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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