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Educators in the financial planning industry have banded together to form the Financial Planners Education Association (FPEA). ...
The Commonwealth Bank has begun the integration of Colonial’s 800 financial advisers into its structure by marrying both groups’ bank-based planning operations....
Singapore’s financial planning industry has become one of the first in the South East Asian region to adopt a licensing regime for independent financial advisers (IFAs)....
The Association of Independently Owned Financial Planners (AIOFP) has set up a master trust service for its member groups. ...
Why would one of Australia’s most successful financial planning distribution businesses spend millions on setting up a direct distribution business? Stuart Engel speaks w...
Ian Heraud will replace Ray Griffin as principal member representative on the Financial Planning Association (FPA) board, when Griffin steps down as chairman next month....
While the issue of life insurance will usually crop up at some point in discussions with a client, HELEN TROUP believes that a discussion of risk should cover the well-be...
History is bunk according to Henry Ford but the same doesn't necessarily apply to the financial world where history can often provide valuable pointers to the future. For...
Insurance and science are set to collide as genetics moves out of the lab and into the underwriting book. ALAN DOBLE takes a look at the state of play in life insurance a...
The growing need for income protection insurance has also caused a marked increase in the number of products available to consumers. JOHN WILKINSON takes a look at some o...
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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...