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It’s been a tumultuous 18 months – but as in all walks of life, the good times will certainly follow the bad, says DAMIAN KINGTON...
One of the biggest moves in planning this year has been the emergence of Centrestone. SIMON SEGAL reports....
ROYAL & Sun Alliance (R&SA) gave birth to Guardian Financial Services in November 2001. Not yet 12 months old, the group has already attracted 98 planners and has plans t...
The number of advisers with a life background remains reasonably steady – despite all the noise about PS 146. JULIE BENNETT reports....
The Top 100 might be dominated by institutional owners, but small groups continue to do well. JULIE BENNETT reports....
Dealer group conferences are still as popular as ever but as BEN ABBOTT reports, advisers are not being asked to bring their passport, as local destinations gain in popul...
The Top 100 Dealers Survey is punctuated by the moves of dealer groups, which are often the result of large wallets and large deals. SIMON SEGAL looks at what went down b...
The names may be different thanks to buyouts and mergers, but, as SIMON SEGAL reports, not that much has changed in this year’s Top 100....
Less than 18 per cent of Navigator investors have made major changes to their investment portfolios over the past 12 months despite turmoil on global markets....
CPA Australia is clearing the way for its members to go down the path to financial planning in releasing a CD-Rom designed to give accountants a leg-up into the advice in...
Financial planners have more influence over investors than lawyers or bankers when making investment decisions, an Assirt survey of investors has found....
The industry has come out in support of an Australian Securities and Investments Commission (ASIC) recommendation that regulations surrounding the use of past performance...
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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...