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FINANCIAL PLANNING
INDUSTRY NEWS
Job advertisements for the financial planning industry continue to climb, with the most popular positions advertised being those for advisers with 18 months experience an...
INDUSTRY NEWS
The FPA is expecting financial services providers to modify their products in response to market demands for separately disclosed product and advice fees following the im...
INDUSTRY NEWS
Property Investment Research (PIR) has defended criticisms made by the Shadow Minister for Financial Services Nick Sherry at a recent Senate Estimates hearing regarding a...
INDUSTRY NEWS
The structural change experienced by the local listed property trust market has not dulled the attractiveness of the asset class and has enhanced the importance of active...
INDUSTRY NEWS
The Financial Planning Association (FPA) has won a rare accolade from a major superannuation fund, with Tasmanian-based Tasplan praising the efforts of the FPA to improve...
INDUSTRY NEWS
It’s the Chinese year of the dog, and participants in the Australian share market are wondering where the canines lurk as talk of a correction ramps up. But thanks to the...
INDUSTRY NEWS
Large boutique financial planning dealer group Lifespan Financial Planning is considering outsourcing a significant portion of its investment research after the tragic lo...
INDUSTRY NEWS
The world’s leading wealth managers are predicting explosive growth in assets under management in Asia over the next three years, according to a survey by investment bank...
INDUSTRY NEWS
Former MFS head of distribution Sean Preece has returned to the financial services industry to take up the position of head of distribution for Ord Minnett’s asset manage...
INDUSTRY NEWS
IWL has completed an upgrade of its VisiPlan advisory software on the same day the Genesys financial planning dealership announced that it was replacing it with Xplan....
INDUSTRY NEWS
A Sydney man jailed for 18 months in December 2004 on contempt charges relating to early release superannuation has again been committed for sentence on six further charg...
INDUSTRY NEWS
The former Macquarie Bank staffer banned from practicing financial services last week for being late with disclosure documents had already been warned of his transgressio...
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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...