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FINANCIAL SERVICES INDUSTRY
Financial planning
Large financial services institutions, with the resources available to present a strong lobbying front, may dominate the current parliamentary inquiry into the industry, ...
Financial planning
Will provide a united voice in addressing the conflicts of interest plaguing advisers' reputation....
Financial planning
The payments made by product providers and investment platforms - otherwise known as volume bonuses and shelf space fees - are beginning to be questioned, but rebates at ...
Financial planning
South Australian practice is the second to join Matrix Planning Solutions in the space of a month....
Financial planning
ASIC is conducting a national survey of larger dealer groups, with around 30 having been contacted to submit Statements of Advice from their top five advisers....
Financial planning
In a submission to the Rippoll inquiry respected financial planner Neil Kendall has hit out against substantial "hidden incentives" paid to Australian financial services ...
Financial planning
Key areas for improvement include those of market transparency, legal documentation, collateralisation, and the use of infrastructure....
People & Products
Former Zurich head of technical services to strengthen research capabilities....
Superannuation
There were some hidden messages in the Rudd Government’s second Budget, not least of which was a clear signal that lifting the superannuation guarantee is off the agenda ...
Accounting
The Minister for Superannuation and Corporate Law, Senator Nick Sherry, canvasses a level-playing field when it comes to licensing accountants and financial planners....
Financial planning
The Parliamentary Joint Committee on Corporations and Financial Services is undertaking an inquiry, the terms of reference of which include the role and remuneration of f...
Financial planning
Significant structural changes are looming in the financial services industry, and both companies and financial planners must evolve to meet the new expectations of Gover...
Financial planning
The group's growth plans continue with the addition of a coastal planning practice owned by husband and wife team Tony and Kylie Davies. The pair plans to add more suppor...
Financial planning
Client data is the lifeblood of an adviser’s business and any loss can be catastrophic in the long term....
Financial planning
Calls for effective leadership on transitioning to a low-carbon economy in the midst of the global financial crisis....
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MARKET INSIGHTS
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...