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FINANCIAL PLANNING
Financial planning
A claimed lack of innovation in the financial planning software sector has seen independently-owned advice group, Infocus Wealth Management, develop an in-house managed a...
Life/Risk
Life/risk advisers urged to get their paperwork in order if they want to ensure grandfathered arrangements under the new Life Insurance Framework....
Funds management
Vanguard is the most used fund manager by Australian financial planners, as planners seek greater diversification and cost effectiveness of their client portfolios....
Financial planning
Super and non-super reforms are needed to address the gender gap in retirement, CBA believes....
Financial planning
Financial advisers’ focus on “superior performance” could mean investors fail to achieve their financial goals, research reveals....
Financial planning
A former Perth-based financial adviser has been permanently banned from the financial services industry over her conduct in advising SMSF clients....
People & Products
MBS Insurance has promoted two former para-planners to its advisory ranks....
Financial planning
New analysis of bank annual results questions whether they are getting an appropriate return on their investment in wealth management....
Financial planning
The time to introduce the superannuation component of the Paid Parental Leave scheme is now, the FPA believes....
Financial planning
Fiducian makes Tasmanian acquisition to add to existing financial planning practice....
Financial planning
Banned adviser, Bradley Sherwin, has been ordered to pay ASIC’s costs in relation to an interlocutory application made by the former Wickhams Securities chairman....
Life/Risk
New analysis suggests Australian life insurers could face big remediation bills if ASIC were to emulate its UK regulatory counterpart in the life insurance arena....
Financial planning
Charging clients passive fees was rampant in the financial advice industry, but there is a shift post-FOFA, Peter Kell said....
Financial planning
ANZ has reported a record profit result of $7.5 billion, with its Wealth division making a solid contribution....
Financial planning
The ‘real’ salary increase for 2016 is predicted to be -0.3 per cent, the first negative wage growth since the GFC, according to Hay Group....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...