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FINANCIAL PLANNING
Financial planning
While financial planners seem to over-estimate the risk tolerance of their clients, they are often good at identifying and achieving life goals....
Financial planning
Fintech models cannot fit into the current regulatory framework as it was designed in the early 2000s and is out of date....
Financial planning
A Sydney-based financial planning group has launched an employee benefits scheme to lift employee financial literacy with connections through to advice intermediaries....
Financial planning
ASIC has banned a second Macquarie Equities Limited adviser in relation to falsification of records and unauthorised trading on client accounts....
Financial planning
The FSC wants the Government and Opposition to develop a bipartisan “purpose” for super and had warned the Government about the costs of pausing the rise in the super gua...
Financial planning
NAB owned financial planning group Apogee will focus on boosting client experiences around financial planning to expand its reach into those not currently accessing advic...
Financial planning
ASIC enforcement activities have led to three advisers receiving jail sentences in the first half of 2015, the regulator reveals....
Financial planning
Australian ETF assets rose by 3.76 per cent since the March quarter, and stood at $18.29 billion in the June quarter. ...
Financial planning
Financial planning organisation State Super Financial Services have deployed Midwinter's cloud-based Advice OS platform in the first stage of its business transformation,...
Financial planning
Fixed income broker, FIIG Securities, has launched a managed income portfolio service, allowing investors to have an integrated offering with a fund manager and direct bo...
Financial planning
Privately owned financial planning group Fitzpatricks Private Wealth has signed another senior planner from a competitor, the second move of its kind in the past month....
Financial planning
A specialist financial services lawyer has questioned whether planners can be held negligent for not recommending SMSFs to super fund members with high account balances....
Financial planning
Former NAB financial planner, Graeme Cowper, is suing the ABC over its reporting of allegedly poor financial advice provided by the bank’s advisers....
Financial planning
The term robo-advice needs to be better defined as reflecting its current focus on compliance and risk profiling instead of actual advice, according to the head of an adv...
Financial planning
Platforms have been usurping the role of advisers by constructing barriers to entry, according to Heathcote Investments Partners director, Clayton Coplestone....
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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....