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Financial planning
Financial planning software continues to be a hotly-contested market space with Xplan continuing to dominate the market while Midwinter’s software receives the highest ov...
Financial planning
Industry advocate groups have broadly welcomed the Financial System Inquiry (FSI) interim report’s vow to lift the education bar for advisers, but one has questioned the ...
Financial planning
The interim report of the Financial Systems Inquiry has pointed to higher educational standards for planners, a national exam regime and tougher powers for ASIC....
Policy & Regulation
The FPA has written to Clive Palmer and fellow cross benchers to try and correct what it calls media “misinformation” around FOFA changes. ...
Policy & Regulation
The Senate could disallow the Government’s FOFA changes as early as Monday unless cross-bench and PUP senators can be persuaded otherwise....
Editorial
As scathing as the Senate Committee’s report into ASIC’s handling of the Commonwealth Financial Planning enforceable undertaking may have been, the answer does not lie in...
Financial planning
The Financial Planning Association’s (FPA) response to the Commonwealth Bank financial planning fallout has elicited a scathing retort from the Association of Independent...
Policy & Regulation
The FPA has urged the calling of a national summit to resolve the issues raised in the 61 recommendations of the Senate Committee report....
Financial planning
A number of CBA planners have declared their anger at comments made by the FPA chairman, Matthew Rowe....
Policy & Regulation
The Financial Planning Association (FPA) has volunteered to track down Commonwealth Bank planning clients affected by poor advice to line up compensation....
Financial planning
Commonwealth Bank chief executive, Ian Narev has promised a detailed response to last week’s scathing Senate Committee report as Financial Services Minsiter, Senator Math...
Financial planning
The future of the Seante Committee report into the performance of ASIC resides with the Government which is already signalling a cautious approach....
Financial planning
The Commonwealth Bank (CBA) has rejected a senator’s claims that it deliberately kept regulators in the dark and played down the seriousness its planning groups’ actions ...
Financial planning
ASIC has signalled its oversight of enforceable undertakings is likely to be more rigorous....
Financial planning
Draft proposals to waive the tax and commercial law course requirements for registration under the TASA are being welcomed by the AFA....
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Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...