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FINANCIAL PLANNING
Financial planning
FPA links to industry fund on referrals to FPA Professional Practices....
Funds management
New MLC research confirms women more worried than men about retirement savings adequacy....
Life/Risk
CommInsure’s Tim Browne says the company had stopped using the word ‘churn’ because it doesn’t accurately represent the underlying issue, which is policy design....
Financial planning
Bank executive confirms impact of grandfathering on practice funding. ...
Financial planning
A record number of women competed for professional recognition and a cash prize in AMP’s annual University Challenge. ...
Accounting
The IPA confirms its break with APES 230 with the formalisation of its own Pronouncement 11....
Financial planning
Assistant Treasurer Arthur Sinodinos flags what could be a lengthy process to FOFA changes....
Financial planning
One in four existing Mortgage Choice franchise owners have signalled their intentions to start a financial planning franchise....
Financial planning
With internet speeds increasing and the adoption of mobile technology expanding, financial advisers face a big challenge when it comes to staying relevant in social media...
Financial planning
The FPA has written to the Government seeking clarity around grandfathering and urging a tax deduction for the provision of initial advice....
Life/Risk
Wealth management firm Centric Wealth has cautioned investors against buying life insurance products online, as their complexity could result in a claim being rejected....
Financial planning
Rubik Financial has released the latest version of its COIN financial planning software following its integration with scaled advice solutions provider Provisio Technolog...
Financial planning
New wealth insights data confirms planner sentiment has been rising on the back improved investor sentiment....
Superannuation
Centric Wealth's Adam Pearsall argues that using the right investment structure is vital for maximising the effectiveness of assets....
Funds management
Financial planners will be able to access funds directly, bypassing platforms, via new execution-only service nearing launch....
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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....