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Financial planning
The recent terse exchange between the Financial Planning Association and the Australian Investors Association revealed some of the deeper held suspicions relating to soft...
Financial planning
Shadow Minister for Retirement Incomes and Savings Senator Nick Sherry has declared the Labor Party’s commitment to abolish exit fees on superannuation ahead of the up-co...
Financial planning
Tribeca Learning has signalled its interest in taking on the Financial Planning Association’s ongoing education offering - The Certified Financial Planner (CFP) designati...
Financial planning
Complying pensions within SMSFs have been given a year long reprieve after widespread industry and community protest. Jason Spits looks at how the change came about and w...
Financial planning
The Australian Taxation Office in consultation with the Australian Securities and Investments Commission will not move to regulate ‘incidental’ tax advice given by financ...
Financial planning
The Australian Securities and Investments Commission (ASIC) has teamed up with five industry groups to form a consultation panel to assess strategies to prevent 'bad appl...
Financial planning
The Financial Planning Association (FPA) has appointed a senior executive to fill its vacant and now combined head of corporate services and member services roles, along ...
Financial planning
The Australian Investors Association today called on the financial services industry to self regulate itself by outlawing all forms of soft dollar payments in a move nega...
Financial planning
The Financial Planning Association has clashed with the Australian Investors Association over the latter accusing the FPA of making false and misleading statements along ...
Financial planning
The Australian Securities and Investments Commission delivered the industry a mixed report card mid-morning in the release of its anticipated report into the disclosure o...
Financial planning
Garrisons has rolled out a new asset allocation and risk profiling system to its planners, following the establishment of a partnership with FinaMetrica earlier this year...
Financial planning
The Financial Planning Association (FPA) is continuing its organisational restructure following the resignation and departure on Tuesday of senior executive Rohan Burges...
Financial planning
The Financial Planning Association (FPA) has announced a deal to integrate their educational CD-Rom Dollarsmart program into the high school curriculum as well as plans t...
Financial planning
The Financial Planning Association has expressed deep concern at the Federal Government’s decision to allow accountants relief under the Financial Services Reform Act to ...
Financial planning
While the ACA/ASIC Quality of Advice survey may have come as no surprise to the FPA, the planning industry is still reeling from the fallout, as JULIE BENNETT reports....
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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...