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AUSTRALIAN FINANCIAL SERVICES
Financial planning
Research commissioned by the Investment and Financial Services Association has suggested policy and legislative changes encouraging the export of Australian financial ser...
Financial planning
China’s booming economy represents significant opportunities for Australian financial services organisations large and small, according to a recent study completed by Aus...
Financial planning
The nation’s largest financial planning dealer group, Professional Investment Services (PIS), has entered an agreement to purchase the external advisory business of Bongi...
Financial planning
There is cautious optimism within the industry that a proposed consumer ‘compensation’ fund levy has been dropped from newly announced legislation mandating financial pla...
Financial planning
A Victorian-based company and holder of an Australian Financial Services Licence that acted as trustee for a number of superannuation funds, Top Quartile Management Limit...
Financial planning
The Supreme Court of NSW has granted orders sought by the corporate regulator preventing a Sydney-based financial planner from leaving the country and liquidating his ass...
Financial planning
Financial planning dealer group Australian Financial Services Group has signed a heads of agreement to acquire a strategic stake in The Salisbury Group for an undisclosed...
Financial planning
The Financial Services Institute of Australia (Finsia) is to sell its business education division to global education provider Kaplan for $36 million....
Financial planning
WB Financial Management claims to have become the first independently owned dealer group in Australia to achieve an international standard quality assurance certificate t...
Financial planning
A former financial planner has faced the Brisbane Magistrates Court on seven fraud charges relating to activities that left his clients more than $126,000 out of pocket....
Financial planning
The Boutique Financial Planning Principals Group is calling for a standard one-page document of conflicts of interest to be developed for inclusion on the front page of a...
Financial planning
The Financial Planning Association has meted out the most severe punishment against a Western Australian-based planner and planning practice regarding advice about Westpo...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...