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FINANCIAL PLANNING

INDUSTRY NEWS

James Kenny’s passion for educating up-and-coming stars of the profession saw him take home the 2013 Financial Planner of the Year award, Kate Cowling reports. ...

INDUSTRY NEWS

Sally Huynh’s dedication to raising the level of professionalism in financial planning scored her the title of runner-up in the 2013 Financial Planner of the Year awards....

INDUSTRY NEWS

Hayes Knight NSW has sold stakes in its planning, accounting and superannuation administration business to Easton Investments....

INDUSTRY NEWS

More than 80 per cent of Trust shareholders vote in favour of Perpetual bid....

INDUSTRY NEWS

Victorian planner ordered to pay back funds while Perth adviser faces fraud and stealing charges....

INDUSTRY NEWS

Mortgage broking house Mortgage Choice forks out $30,000 in fines over false advertising....

INDUSTRY NEWS

ASIC has released updated guidelines on its shorter Product Disclosure Statement (PDS) push, reminding superannuation providers to detail cooling-off periods and costs. ...

INDUSTRY NEWS

Sinodinos signals the Government’s approach to FOFA will be made public before Christmas....

INDUSTRY NEWS

Non-aligned advice can compete and grow but needs to shift focus away from asset management....

INDUSTRY NEWS

Dealer group head calls for rigorous consultations before FOS moves to lift fees....

INDUSTRY NEWS

Software upgrades to boost scaled advice opportunities....

INDUSTRY NEWS

The big four banks are closing the gap with the smaller banks on consumer satisfaction levels, recording a 79.6 per cent satisfaction score....

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