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FINANCIAL PLANNING
INDUSTRY NEWS
While the 'hard' implementation date for the Future of Financial Advice (FOFA) regulation is 1 July 2013, one financial planner has been voluntarily complying with the re...
INDUSTRY NEWS
Since its launch in 2009, FirstWrap has grown to more than $4 billion in funds under administration....
INDUSTRY NEWS
Risk advisers with old portfolios need to go through their client bases and dig out any investment income, according The Risk Store founder Sue Laing....
INDUSTRY NEWS
The FPA remains a strong supporter of a complete ASIC-approved code of conduct, while the AFA claims an “opt-in specific” code would provide more freedom to financial pla...
INDUSTRY NEWS
Former Lonsec managing director Norm Graham pleads guilty to insider trading charges....
INDUSTRY NEWS
Kathryn Wardrobe outlines the steps for preparing your fee disclosure statement (FDS)....
INDUSTRY NEWS
The regulator has provided a checklist of code content that would obviate the need for complying with opt-in....
INDUSTRY NEWS
A new survey reveals how slowly financial services regulators are responding to politicians’ questions....
INDUSTRY NEWS
Nominations are now open for Money Management’s 2013 BDM of the Year....
INDUSTRY NEWS
The number of merged practices deciding to end their relationships will continue to increase in the months ahead due to the lack of clear conflict resolution arrangements...
INDUSTRY NEWS
In what promises to be one of the most comprehensive debates around the shape of the financial planning industry in a Federal election year, Money Management has joined w...
INDUSTRY NEWS
Asian investors are exhibiting more confidence and this is being reflected in improved trading volumes, according to a new analysis released by New York-based consultancy...
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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...