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FINANCIAL PLANNING
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The International Organisation for Standardisation (ISO) is a step closer to introducing an international standard for financial planning to Australia that would require ...
INDUSTRY NEWS
The Financial Planning Association has hailed the meeting of its 31 chapters in Sydney as a huge success according to general manager, Rohan Burgess....
INDUSTRY NEWS
The Administrative Appeals Tribunal (AAT) has upheld an Australian Securities and Investments Commission (ASIC) ruling permanently banning an investment adviser from acti...
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has permanently banned another financial adviser from the industry after involvement in a notorious Nigerian l...
INDUSTRY NEWS
A restricted definition for the terms ‘financial planner’ and ‘financial adviser’ would protect consumers from shonky operators pretending to be financial planners, accor...
INDUSTRY NEWS
Financial planning businesses are still selling for big money, but there are pitfalls for both the buyer and seller. Julie Bennett reports....
INDUSTRY NEWS
The differences in attitudes that men and women bring to the provision of financial services are not that wide, rather it appears that women have yet to have their needs ...
INDUSTRY NEWS
Sports stars can earn big money, but their careers can also be very short. Aaron Dunn reports....
INDUSTRY NEWS
If you’re serious about attracting high-net-worth clients, you need to focus on qualified leads says Justin Brooks....
INDUSTRY NEWS
Guardian Financial Planning was created as a haven for risk-based advisers in the face of the Financial Services Reform Act (FSRA) and, as Simon Segal writes, the group h...
INDUSTRY NEWS
Targeting ethnic markets has yielded dividends for some planners, but, as Ben Abbott writes, the days of segmenting clients by cultural background may be coming to an end...
INDUSTRY NEWS
Women as a target market is an obvious choice, but, as Jason Spits writes, what sets them apart is what financial advisers should be looking at....
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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...