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FINANCIAL PLANNING
INDUSTRY NEWS
A series of unregistered investment schemes and the companies that promoted them have been wound up after the Victorian Supreme Court described the schemes as a sham....
INDUSTRY NEWS
The Financial Planning Association (FPA) board of directors has released further details of a proposal to alter its membership structure for professionals working in the ...
INDUSTRY NEWS
Life advisers are still a major force in planning and despite the impact of industry change their numbers have not declined. Simon Segal examines who held fast in the pas...
INDUSTRY NEWS
Some of the better success stories in this year’s Top 100 have been dealer groups who have struck out on their own. Nicole Szollos examines two groups who have succeeded ...
INDUSTRY NEWS
Consolidators have been big news in the last year but their success has been mixed. Simon Segal examines where they fell in this year’s rankings....
INDUSTRY NEWS
In the past many stockbroking firms who tried to push their way into the financial planning failed, however as Kate Kachor reports some have persisted....
INDUSTRY NEWS
Boutiques dealer groups have staked their claim by grabbing high net worth clients as well as some of the best advisers. John Wilkinson breaks down the data and finds man...
INDUSTRY NEWS
While this year’s Top 100 dealer survey does not feature any large acquisitions there was plenty of action still occurring among those who scored a place in the rankings....
INDUSTRY NEWS
An examination of the Money Management Top 100 dealer’s survey rankings would suggest that the industry has shifted from a time of deals and jockeying for position to a t...
INDUSTRY NEWS
Macquarie Investment Management has given its diversified balanced funds a more conservative tilt after conducting a wide-ranging review into the structure of the funds....
INDUSTRY NEWS
The Insurance and Savings Ombudsman (ISO) has hit out at a New Zealand financial services firm, accusing it of undermining the credibility of its scheme in order to avoid...
INDUSTRY NEWS
Financial services group Harts Australasia may have left the financial services industry reeling in the past week with news of its collapse, however, it appears that the ...
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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...