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Financial planning
Financial planners and other financial services providers who sell products over the phone or in other ‘time critical’ situations have had their compliance burden reduced...
Financial planning
The financial services industry has been challenged to regain consumer and regulator trust by lifting the standard of its ongoing education and professional development c...
Financial planning
The Australian Democrats have moved quickly to outline elements of their superannuation policy ahead of next month’s Federal election by announcing a five point plan whic...
Financial planning
Aon Australia has moved to streamline its platform approach, announcing BT Financial Group’s Wrap service and Asgard's eWRAP and adviserNET products as the new core platf...
Financial planning
AMP director of advice-based distribution Steve Helmich will stand down as Financial Planning Association chairman, making way for chair-elect Kathryn Greiner - the first...
Financial planning
The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...
Financial planning
Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....
Financial planning
Advisers are looking for simple software, but their needs are often more sophisticated, writes John Wilkinson....
Financial planning
The perfect financial planning software will do just about everything, except make the coffee. But even with rapid development we’re not quite there yet, as Freya Purnell...
Financial planning
Faster, higher, stronger could easily be the motto of the Bridges group, as it strives to continually add more value for its planners and clients. Freya Purnell reports....
Financial planning
Brand new dealer group Meritum is still coming to grips with independence. John Wilkinson reports....
Financial planning
There are thousands of opportunities waiting for those planners prepared to venture beyond their own backyard, writes David Thomas....
Financial planning
Distributors need to choose between wanting extra capital or extra control when deciding whether or not to offer equity stakes to their advisers. Ross Kelly reports....
Rate the raters
After some tough times, Morningstar has become a self-sustaining research business with advisory groups opening up the doors to external offerings. Kate Kachor reports....
Financial planning
Treading a familiar path, John Ardino left an institution following a takeover to start an independent group. Ten years later it is still going. John Wilkinson reports....
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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...