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FINANCIAL PLANNING
Editorial
Count Financial’s Michael Beer has been awarded this year’s BlackRock/PortfolioConstruction Forum Scholarship for the CIMA designation. ...
Financial planning
The FPA has kicked off its financial planning week, which will allow consumers to get free financial advice from its members....
Financial planning
A major law firm has warned Australian consumers against taking advice from bank financial planners....
Editorial
IOOF Holdings report a $79.8 million net profit for the year ended 30 June following acquisition growth and improvements in productivity....
Superannuation
Super funds will need to ramp up their offering to prevent member outflow to SMSFs, according to a report by CoreData....
Editorial
Financial planner recruitment and migration within the financial services industry is virtually on hold until after the 7 September Federal Election....
Financial planning
Education provider confident licensees can choose quality training without regulator oversight....
Financial planning
The latest ASIC Market Supervision Report reveals practices amongst securities dealers which might make a planner blush. ...
Financial planning
An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....
Financial planning
A former WealthSure financial adviser has pleaded guilty to 22 criminal charges including falsifying client withdrawal requests....
Financial planning
Crowe Horwath advice division bounces back....
Financial planning
A technical issue which prompted AFS Group not to establish a trust account via which it could remunerate authorised representatives has ended up denying those planners t...
Superannuation
The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...
Financial planning
ASIC is proposing to step away from approving training courses for financial advisers, leaving it to education providers to self-assess their own courses....
Financial planning
Former Lionsgate representative permanently banned....
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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....