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FINANCIAL PLANNING
INDUSTRY NEWS
Is there any way to accurately measure adviser quality, asks Robert Keavney....
INDUSTRY NEWS
Some financial planners are moving into risk insurance, an area historically occupied by life agents. Craig Phillips looks at some of the drawbacks of such a move....
INDUSTRY NEWS
A do-it-yourself (DIY) family superannuation fund is still one of the most effective estate planning tools around, says Steve Davis....
INDUSTRY NEWS
When it comes to planning the distribution of their estate, most parents are keen to treat their children equally. But how do you do that? Michael Schneider shares his id...
INDUSTRY NEWS
It's hard enough treating every one fairly in an estate plan – but it's even more difficult when the beneficiaries are part of a blended family. Jack Houwing describes hi...
INDUSTRY NEWS
Ipac Securities has established one of the first ever financial planning firms in Singapore, taking about $1 million dollars in funds under advice in its first months of ...
INDUSTRY NEWS
Aegis Equities Research has struck a deal with MLC to provide direct equities research to advisers within the group through MLC MasterKey Custom platform....
INDUSTRY NEWS
Less than half of the 60 Australian-based fund managers requested to submit information to the New Zealand Securities Commission – relating to possible breaches in filing...
INDUSTRY NEWS
The Association of Independently Owned Financial Planners (AIOFP) is distancing itself from the broader financial planning industry in terms of underwriting risk as it em...
INDUSTRY NEWS
Financial planning group FuturePlus will look to open offices in both Newcastle and Western Sydney as part of an ongoing program to provide financial planning services in...
INDUSTRY NEWS
Perpetual Trustees head of marketing Michael Young has stepped away from the group, ending his seven year relationship with the company....
INDUSTRY NEWS
Sydney-based financial planning group Morrison Carr will embark on an ambitious recruitment program by offering a flat dealer fee to advisers of $1,000 per month....
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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...