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MONEY MANAGEMENT
Industry superannuation fund legalsuper has negotiated a three-year premium freeze with its insurer following a review of its member insurance offering....
Policy & Regulation
Planners providing tax advice will have to adhere to the newly-released guidelines on managing conflicts of interest under TASA....
Financial planning
Former ASIC officer turned consultant calls for standardised, regulated SOA document....
Life/Risk
Suncorp Group only major life insurance provider with decreased growth in 12-month period....
Superannuation
SPAA warns that offers of free SMSF establishment need to be thoroughly understood....
Financial planning
Fifty years to the day after joining the Commonwealth Bank, Barry Lambert ends his involvement with Count Financial....
Financial planning
Signs are emerging of an upturn in merger and acquisition activity in the financial planning and accounting space....
Financial planning
Boutique Financial Planners Principals' Group (BFPPG) has renewed its push for transparent licensee ownership disclosure, hoping the rounding off of FOFA reforms will all...
Funds management
Investors hungry for higher returns are increasingly seeking advice around how to switch from fixed income to cash benchmark products without sacrificing yields....
Financial planning
Financial Index says Centric’s independent approach sits at the core of its acquisition move....
Funds management
Exchange-traded products reached the $10 billion milestone in funds under management, double what they were two years ago....
Editorial
In a bidding war that has lasted much of the year, The Trust Company board recently advised its shareholders to reject the latest takeover proposal by Equity Trustees in ...
Editorial
Grandfathering – specifically the transition of pre-existing commission-based advice fees into the new FOFA arrangements – was an industry football that kept getting kick...
Editorial
Throughout 2013, ASIC executives repeatedly used AAA Financial Intelligence as an example of how not to run a financial planning dealer group....
Editorial
The recognition of women in the financial services sector reached new heights this year with the launch of a number of dedicated award schemes and programs....
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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...