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FINANCIAL PLANNING
Financial planning
The Financial Adviser Standards and Ethics Authority has been warned against over-complicating the transition of practising advisers who hold foreign qualifications....
Financial planning
The Financial Adviser Standards and Ethics Authority has been warned that calling degree-qualified advisers “Provisional Financial Advisers” during their professional yea...
Financial planning
The Diploma of Financial Planning will continue to be the qualification of choice for many, according to Mentor Education Group....
Financial planning
The Association of Financial Advisers has urged the Financial Adviser Standards and Ethics Authority to give greater weight to further education and CPD when assessing th...
Financial planning
The Association of Financial Advisers has urged the Financial Adviser Standards and Ethics Authority not to impose extreme CPD requirements on advisers but, rather, align...
Financial planning
Australian clearing, settlement and wealth management technology firm FinClear has acquired the core technology assets of Dion Australia....
Financial planning
The Australian Securities and Investments Commission has told a Parliamentary Committee it is funded and willing to pursue bannings in the financial adviser space....
Financial planning
The Association of Financial Advisers has urged that planners doing their Professional Year should be allowed to generate revenue for the planning practices overseeing th...
Financial planning
The irony of the Royal Commission is that it will make life much harder for the Australian consumer when they want to get a mortgage, Finch Financial says....
Features
Nicholas Grove finds that when setting upon the task of constructing a robust investment portfolio, many investors may realise the biggest risks they face may not be thos...
Features
As the financial planning industry moves towards a goals-based, client-centric model, Anastasia Santoreneos investigates why it’s taken so long, what the expectations are...
Expert Analysis
Graeme Colley looks out how $10,000 savings can be fully maximised from a tax perspective when used to bolster a couple’s superannuation savings....
Financial planning
Arnie Selvarajah, CEO, Bell Direct, tells the Future of Wealth Management conference that the next generation of advisers must become mentors to clients. ...
Financial planning
Planners’ uptake on providing advice on insurance is low, leading to adverse impacts on practice revenue derived from risk advice, Investment Trends has found....
Financial planning
As Centrepoint Alliance announces a net loss of $6.3 million after tax for FY18, the firm has said it is launching a new strategy focused on strengthening its medium to l...
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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....