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FINANCIAL PLANNING
Financial planning
A new firm has emerged in the financial planning space offering what it describes as a flexible loan-writing solution for financial advisers....
Financial planning
Financial services identity Arthur Naoumidis has brought a new offering to the financial planning market - DomaCom....
Financial planning
Financial services industry veteran Arthur Naoumidis is to offer free financial planning software after picking up CARM's offerings in a liquidation sale....
Financial planning
Institutionally-aligned financial services providers are increasing their budgets for online marketing activities, but most financial planners are struggling to adequatel...
Editorial
Given the end of the 2011/12 financial year also represents the start of a 12 to 14-month countdown to the next federal election, the time available for Bill Shorten to m...
Editorial
With corporate blow-ups becoming commonplace and ‘short-termism’ dominating investment markets, ESG issues are more relevant than ever. ...
Financial planning
In a time of unprecedented regulatory change and market upheaval facing financial advisers, financial services licensees are going to have to adapt along with advisers to...
People & Products
CommInsure has made two senior hires in its retail advice distribution team, appointing Ian Knight as state manager for Victoria and Ben Bancroft as national accounts man...
Policy & Regulation
The Government’s Future of Financial Advice (FOFA) legislation passed through the Senate yesterday, but there seems to be some confusion over whether the terms 'financial...
People & Products
Former AFS Group chief executive Pater Daly has joined one-stop-shop wealth management group Yellow Brick Road to aid its bid to recruit additional financial planning pra...
Editorial
Given the slowest share market recovery in years, many investors will wait it out before diving back in. But taking the same approach with asset allocation in superannuat...
Editorial
Susanna Khouri believes the Trio Capital debacle has highlighted the need for better mechanisms to compensate investors for loss....
Policy & Regulation
The Government's Future of Financial Advice (FOFA) bills have passed the Senate, moving the hard compliance date back to 1 July 2013....
Editorial
Mike Taylor writes that the Federal Opposition has signalled some of the so-called ‘concessions’ extracted around the passage of the FOFA bills may not have a life beyond...
Policy & Regulation
The Federal Opposition has signalled it remains to be convinced about either introducing or supporting legislation which would restrict the use of the terms 'financial pl...
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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....