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FINANCIAL PLANNING
Financial planning
ASIC has accepted an EU from a former Millennium3 representative, and an AMP representative father-son duo following concerns over their compliance with the law. ...
Financial planning
Industry funds held significantly more pension members than retail funds but risked losing them due to a large advice capability gap. ...
Financial planning
ASIC said documentation won't change consumer biases and behaviours, and has called on institutions to lead consumers to appropriate choices while examining their own cul...
Financial planning
Advisers looking to join the AMP Adviser Academy will have to meet increased entry standards, as the company pushes to boost professional standards....
People & Products
Canberra-based accounting and consulting firm, Synergy Group, has acquired Moore Stephens Canberra....
People & Products
The Association of Financial Advisers has recruited a former journalist as an events associate....
Life/Risk
Three months after it was first made public, the Life Insurance Framework still lacks a solid definition of which lapses represent churn....
Financial planning
Financial planners should be seeking reliable measures to assess risk aversion in clients and not rely on them, or the planner’s own skills to provide assessments, accord...
Financial planning
Investors are set to gain access to residential property assets without the use of debt, through Spring Financial Group’s partnership with DomaCom Australia....
People & Products
Shaw and Partners has continued to recruit from the ranks of Macquarie Private Wealth, this time taking a key Adelaide team and appointing Malcolm Cameron as Victorian St...
Financial planning
ASIC has banned a former authorised representative of a NAB-aligned financial group for five years for inappropriate advice. ...
Funds management
FinaMetrica has further leveraged its NBK Private Bank relationship to deliver robo adviser....
Financial planning
Industry Super Australia has called for general advice to be better defined instead of relabelled in a late submission to the Inquiry into the Scrutiny of Financial Advic...
Financial planning
With a cloud of uncertainty hanging over the future of the key Treasury and Finance Cabinet incumbents, the financial planning industry has been left in limbo....
Financial planning
With many baby boomers fearing their children can’t manage their inheritance, advisers need to talk to them about what will happen to their wealth once they pass away. ...
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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....