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FINANCIAL PLANNING
INDUSTRY NEWS
FPA has declared its intention to increase the awareness of its Certified Financial Planner designation, with the aim of giving the professional mark more credibility....
INDUSTRY NEWS
In the next step in the transformation of its financial planning business, AMP Financial Services has split its back office operations and services from its financial pla...
INDUSTRY NEWS
Aspiring advisers were brought down to earth last night by industry commentator Ross Greenwood who told those thinking of financial planning as a get-rich-quick scheme to...
INDUSTRY NEWS
Wealth manager Bravura Solutions is seeking to raise approximately $40 million through an ASX public listing, primarily to fund product development, future acquisitions a...
INDUSTRY NEWS
ASIC has proactively followed up the main findings of its shadow shopping survey regarding superannuation choice with some suggestions for licensees on how to address the...
INDUSTRY NEWS
The FPA is currently working in conjunction with financial regulatory and complaints bodies to determine how the Westpoint failure will affect its members....
INDUSTRY NEWS
Standard & Poor’s has claimed the increasing risk in ‘safe’ fixed-income securities could be a disaster waiting to happen and that some investors had no idea of the poten...
INDUSTRY NEWS
The second consultation period on the Government’s anti-money laundering reform package has been delayed until mid-June to enable full consideration of the views of indus...
INDUSTRY NEWS
The head of a major Australian bank has included financial planners in a number of finance sectors he claims have been “tickled, but barely touched” by regulation....
INDUSTRY NEWS
A NAB financial planner has pleaded guilty to charges of deceiving a number of the bank’s clients into investing in a Bahamas-based entity that went on to sustain collect...
INDUSTRY NEWS
The former directors of a mezzanine financing company are due to stand trial in Adelaide on 70 charges, following an investigation by ASIC....
INDUSTRY NEWS
The NAB has released a lending product designed to allow borrowers to use equity, typically in their home, to create additional income streams through other investments....
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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...