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FINANCIAL PLANNING
INDUSTRY NEWS
Australian Financial Services licensees will be assisted in meeting the Financial Services Reform (FSR) Act PS 146 requirements following the creation of a new online ser...
INDUSTRY NEWS
The Australian Securities and Investments Commission’s (ASIC) director of financial services Ian Johnston has made comments that may throw into question the methodology a...
INDUSTRY NEWS
The Federal Government’s newly-gazetted regulations on superannuation portability are now likely to be disallowed in the Senate, with the Australian Labor Party, the Aust...
INDUSTRY NEWS
While some advisers only use external paraplanning services when they are starting up their businesses, many practices are realising the benefits of making this temporary...
INDUSTRY NEWS
Accountants and financial planners work in the same space but often don’t see eye to eye. Jason Spits finds out where the stumbling blocks are and what planners can do to...
INDUSTRY NEWS
MLC is not a fund manager, but a manager of managers, combining the expertise of 22 managers from around the world. Simon Segal reports....
INDUSTRY NEWS
THe Argyle Partnership partner Peter Bobbin says while the legal industry remains largely untapped as a referral source by financial planners, solicitors themselves make ...
INDUSTRY NEWS
When it comes to risk advice, matching up with an experienced life adviser is probably the way to go, says Mike Taylor....
INDUSTRY NEWS
Financial planners frequently form strategic alliances with other professionals. These relationships are often fairly loose, but there are many good reasons to make them ...
INDUSTRY NEWS
Strong and ongoing relationships between accountants and financial planners sounds like the stuff of fiction but some success stories can be found....
INDUSTRY NEWS
The clients and businesses of lawyers and financial planners have much to gain from professional partnerships. Lucie Beaman reports on the ins and outs of what can be a b...
INDUSTRY NEWS
Tower Australia has announced the closure of its annuity portfolio to new monies with the aim of sharpening its focus on core business, and has also appointed AMP Henders...
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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...