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FINANCIAL SERVICES REFORM
Financial planning
The Financial Planning Association (FPA) has slammed a recommendation by the Federal Joint Parliamentary Committee on Corporations and Financial Services that may allow a...
Financial planning
The Australian Securities and Investments Commission (ASIC) has released details of how it will administer conduct and disclosure requirements for financial planners unde...
Financial planning
Fiducian Financial Services will soon launch a financial planning software package, FORCeFP, which will write financial plans meeting all FSRA requirements....
Financial planning
The Financial Planning Association (FPA) today launched its Professional Partners initiative in a bid to raise public confidence levels in the industry, and has appointed...
Editorial
National Australia Bank (NAB) has reported a $205 million write-down of its $6.5 billion wealth management business due to the continued lacklustre performance of global...
Financial planning
The Securitor/PACT financial planning dealer groups will implement a price and functionality review of the Asgard master trust in an attempt to increase its market compet...
Financial planning
Guardian Financial Planning was created as a haven for risk-based advisers in the face of the Financial Services Reform Act (FSRA) and, as Simon Segal writes, the group h...
Financial planning
A restricted definition for the terms ‘financial planner’ and ‘financial adviser’ would protect consumers from shonky operators pretending to be financial planners, accor...
Financial planning
APIR Systems has signed up Brisbane-based dealer group Australian Investment and Financial Planners (AI&FP) as the first full-service user of its Compliance Reference Ser...
Financial planning
If you believe the FSRA will cure the financial services industry’s ills, then Tom Collins invites you to look for the fairies at the bottom of the garden....
Financial planning
Lifespan Financial Planning has criticised the Australian Securities and Investments Commission (ASIC), claiming that its hard line on some compliance procedures may disa...
Financial planning
Navigator Australia has moved into the provision of back office services with the rollout of what it is calling a back office master trust....
Financial planning
The financial planning industry is expecting a rush of applications for licenses under the new Financial Services Reform Act (FSRA) after the announcement of special capi...
Financial planning
Australia’s largest credit union, Credit Union Australia (CUA), has established its own dealer group, Mentor Australia Financial Planning....
Financial planning
The Federal Government has rebuffed calls by the Australian Consumers Association (ACA) for superannuation choice legislation to be delayed in the wake of the release of ...
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...