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FINANCIAL PLANNING
INDUSTRY NEWS
The accounting profession has made a last-ditch effort for the right to provide at least a small measure of advice under the Financial Services Reform Act (FSRA)....
INDUSTRY NEWS
The Financial Planning Association (FPA) has made two separate moves to assist advisers struggling under the burden of the professional indemnity (PI) crisis by temporari...
INDUSTRY NEWS
The ANZ Banking Group will roll out its own version of ING’s OneAnswer to its 320 bank based financial advisers....
INDUSTRY NEWS
Perpetual Personal Financial Services, the wealth management division of Perpetual Trustees, has retrenched 51 staff including a small number of advisers in what it says ...
INDUSTRY NEWS
The Commonwealth Bank of Australia (CBA) is aiming to increase its financial planner numbers by 200 over the next 18 months and reduce the number of products offered by t...
INDUSTRY NEWS
The distributional strength of independent financial advisers (IFAs) in the UK is under threat by depolorisation legislation, which will see banks and large financial ins...
INDUSTRY NEWS
Financial planners should have to earn the right to the exclusive use of the term ‘financial planner’ according to shadow finance minister Senator Stephen Conroy....
INDUSTRY NEWS
Westpac and BT have appointed Scott Walters in the newly redefined role of head of financial planning, replacing Brett Himbury who left Westpac last month....
INDUSTRY NEWS
Madison Financial Group might be small, but it knows where it’s headed. Kate Kachor reports....
INDUSTRY NEWS
The Boutique Financial Planning Principals Group’s (BFPPG) Bruce Baker says it is too soon to know the effects of the Australian Consumers’ Association (ACA)/Australian S...
INDUSTRY NEWS
How do you protect your clients from the risk of outliving their money? John Prowse reports....
INDUSTRY NEWS
Financial planners are earning even bigger salaries, but is the bubble about to burst? Lisa Bowman reports....
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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...