FINANCIAL PLANNING

Financial planning

Australian investors may have built up a so-called "wall of cash" as they cling to safety in volatile times, but new research conducted by Wealth Insights suggests planne...

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Financial planning

Ford + Scott Financial Planning has resigned from Securitor and joined Paragem's AFSL....

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People & Products

Claude Santucci has stepped down as president of the Boutique Financial Planning Principals Group (BFPPG) to take on a supporting administrative role....

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Financial planning

The AFA has announced five finalists for its annual Rising Star of the Year award, with the winner to be announced at the association's annual conference on the Gold Coas...

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Policy & Regulation

A consulting firm predicts many financial planning practices and dealer groups will fail to get FOFA-ready....

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Financial planning

Financial planning groups will lose the presumption of innocence where volume rebates are concerned....

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Financial planning

A panel of experts including Stephen van Eyk will next month traverse the thorny issue of the signs advisers will need to recognise when looking to move clients back into...

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Accounting

Accountant/planners in rural areas are likely to forgo their professional accounting body membership if the APES 230 standards are introduced, according to Kenyon Partner...

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Financial planning

The prolonged lull in investments markets, coupled with the pressure to comply with the new regulatory regime, is taking its toll on some planners' mental health....

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Financial planning

Despite conventional wisdom to the contrary, many independent financial planners are not ill-disposed towards linking to the dealer group services provided by the major b...

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Financial planning

The Australian Securities and Investments Commission has banned two former planners for three years and six years, respectively....

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Superannuation

SMSF pensioners can get tax breaks on superannuation income streams despite across-the-board limitations for super members, according to Cavendish Super head of technical...

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Financial planning

MLC chief executive Steve Tucker has outlined a 'direct-to-customer' plan, while assuring financial advisers they will still 'own' their clients....

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Life/Risk

Insurance brokers have told Money Management Vero Insurance representatives have alerted them to a price hike of up to 50 per cent to Vero's professional indemnity insura...

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Life/Risk

The three-year responsibility period proposed by the Financial Services Council for advisers to retain commissions on risk policies sold could negatively impact the value...

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GG

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

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Denise Baker

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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The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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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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