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FINANCIAL PLANNING
Financial planning
Addwealth Financial Services has had its licence cancelled by the Australian Securities and Investments Commission....
Financial planning
A lack of regulation around property investment in Australia, particularly in regards to SMSFs, is jeopardising the retirement savings of millions, according to PIPA....
Financial planning
Eight-five per cent of financial planning practices do not formally ask their clients for feedback, according to Business Health director Terry Bell....
Financial planning
Will the renewed optimism in the financial services industry bring on more jobs and higher salaries? What can financial planners hope for in terms of career opportunities...
Financial planning
Almost two-thirds of small businesses are optimistic about their sales growth over the next 12 months, according to the latest Bibby Barometer survey. ...
People & Products
NAB chief executive Cameron Clyne told a press conference in Sydney that Steve Tucker's departure as head of MLC was a mutual decision, flagging new plans for the bank's ...
Financial planning
Advisers are focused on compliance in the lead-up to the FOFA deadline at the expense of marketing and business development, says The Advice Exchange....
Accounting
Accountants unhappy with constraints imposed by APES 230 are looking to a less fettered IPA....
Financial planning
Financial advisers practising within managed discretionary account (MDA) arrangements may seek the stability of a larger, more established MDA operator in order to meet A...
Financial planning
In response to a lack of dealer group support for responsible investments, a group of financial planning practices has come together to push the ethical investing agenda....
Life/Risk
Synchron’s Don Trapnell calls for proof to justify ASIC’s concern on churn....
Financial planning
A new Association of Financial Advisers white paper has uncovered what good financial planning practices do well - but also what they need to improve on. ...
Financial planning
Financial Planning Services Australia (FPSA) has engaged consultative firm The Encore Group to drive business growth and FOFA (Future of Financial Advice) readiness....
Financial planning
Lingering legislative uncertainty around FOFA has led investment platforms to reduce spending by $30 million in 2012, according to a new report by Investment Trends....
Financial planning
ASIC Commissioner Peter Kell suggests embracing the purpose of FOFA is necessary for planning to become a profession....
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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....