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FINANCIAL PLANNING
Financial planning
New research has pointed to strong support for policy changes to superannuation and savings to help deliver lifetime annuities, particularly for those living beyond age 8...
Financial planning
New financial planners are likely to find themselves weighed down by education debt – something which will make it unlikely they will look to buy an existing practice, ac...
People & Products
TAL Risk Academy has a new learning system and 16 new courses part of its 2018 curriculum....
Financial planning
IOOF has attracted 47 advisers away from another licensee, helping drive up funds under advice....
Financial planning
Swinburne Online is offering five new bachelor-level online business and accounting degrees, responding to the Government’s new educational requirements for financial pla...
Financial planning
The Minister for Revenue and Financial Services has announced the reappointment of the chair and three members to the Australian Government Financial Literacy Board....
Financial planning
Ten per cent of advice files from the major banks and AMP sampled by the Australian Securities and Investments Commission proved to be of significant concern....
Financial planning
The Commonwealth Bank has asserted it is ahead of schedule in reviewing the advice given by five former advisers and in assessing what compensation may be payable....
Financial planning
The Commonwealth Bank has had additional license conditions imposed on Commonwealth Financial Planning and Financial Wisdom and is facing having to compensate the clients...
Financial planning
Kimberley Holgate has been banned from providing financial services for five years by the Australian Securities and Investments Commission, following a finding by the reg...
Financial planning
Both the Financial Planning Association and the Association of Financial Advisers will be using the highly-charged feedback received from their members to the Financial A...
Financial planning
Improved financial inclusion could boost bank revenues by US$88 billion across the Asia-Pacific region, according to EY....
Financial planning
Financial Circle has been restrained from providing financial advice or carrying on a financial services business, following an interim injunction from the Federal Court ...
Financial planning
AMP Limited has claimed there is no evidence to substantiate claims that 'independent' financial advice is of better quality than that delivered by planners working withi...
Financial planning
New research from Roy Morgan has suggested that financial planners and self-managed superannuation funds pose a risk to member retention by industry superannuation funds....
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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....