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Financial planning
Controversy over soft dollar payments and conflicts of interest are threatening the financial planning industry. Money Management invited some of the industry’s leaders t...
Financial planning
Michael Migro had a stellar career in Australia, but when he joined Principal Global Investors in the US, the world got a whole lot bigger. Freya Purnell reports....
Editorial
Does slow and steady win the race or is it all about a sprint to time the market? A new research report has the answer. Liam Egan reports....
Financial planning
It’s been another busy week for financial planner Jennifer Moss. If it’s not new legislation to deal with, it’s clients confusing you with the Yellow Pages, she writes in...
Financial planning
How do you charge fees to your clients – upfront or ongoing? The value of your practice could double depending on how you charge for your advice, writes John Ellison....
Financial planning
A recent court ruling has put the industry on notice that clients can be compensated for a lot more than money directly lost as a result of inappropriate advice, says Pau...
Accounting
Accountants have warmly welcomed the recommendation by the Parliamentary Joint Committee on Corporations and Financial Services (PJCCFS) to allow them to provide advice o...
Editorial
Commonwealth Bank of Australia owned dealer group Financial Wisdom has been found liable by the Victorian Supreme Court for negligent investment advice resulting in losse...
Financial planning
Accountants have received support to provide advice on all non-self managed superannuation structures after a recommendation by the Parliamentary Joint Committee on Corpo...
Financial planning
Mercer Investment Consulting (Mercer IC) has added an intermediary expert to its retail team working with dealer group and master trust clients....
Financial planning
Mercer Wealth Solutions has consolidated its position within the broader group with the appointment of a full-time head and a new chief financial adviser....
Financial planning
The Australian Securities and Investments Commission (ASIC) obtained final orders in the Supreme Court of Queensland yesterday against the directors of Drury Management, ...
Funds management
State and Territory Consumer Affairs Ministers have thrown their support behind an Australian Labor Party plan to introduce a national regulatory regime, administered by ...
Financial planning
A former Queensland investment adviser has been sentenced to five years imprisonment in relation to 17 charges of misappropriation and one of forgery....
Superannuation
The findings of the Australian Taxation Office’s recent SMSF Compliance Review benchmarking study requires closer consideration, says Kevin Smith....
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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...