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Financial planning
Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...
Financial planning
If you’ve always wanted to throw in your 10 cents worth on where you feel the industry has gone wrong – here is your opportunity. Julie Bennett reports....
Financial planning
Financial services software provider FinTech has launched a new version of its financial planning software allowing a dealer group to control the back-office functions us...
People & Products
Boutique property fund manager MacarthurCook Investment Management is seeking to appoint a new head of distribution and property investment as it gears up to launch its f...
Financial planning
The Australian Securities and Investments Commission (ASIC) has called for industry comment on draft proposals relating to conflicts of interest management obligations fo...
Financial planning
AXA has unveiled plans to centralise its nationwide paraplanner operations in Melbourne by the end of the year with its non-Victoria based staff being offered the chance ...
Financial planning
The introduction of Financial Services Reform (FSR) legislation seems to be frightening many advisers – but life advisers appear to be particularly concerned. John Wilkin...
Financial planning
AXA expects to lose over 120 advisers from its dealer groups as a result of Policy Statement 146 requirements and the introduction of raised education and compliance stan...
Financial planning
Fiducian Portfolio Services managing director Indy Singh says his company is in discussion with several groups, including a national accounting group, over the provision ...
Financial planning
Financial services education provider Tribeca Corporation will align its three brands under the moniker Tribeca Learning Limited, according to a proposal being put to sha...
Financial planning
With all the changes the Financial Services Reform Act (FSRA) has brought, what do you need in terms of education to become a financial planner? Julie Bennett reports....
Financial planning
Jennifer Smith explains the ‘what was’ and ‘what will be’ of discussing risk with clients....
Financial planning
Financial planning business management group Customer Acquisition and Retention Management (CARM) formally launched its web-based Guided Planning System (GPS) today....
Financial planning
Australian Unity’s head of financial services, Simon Grant, has left the company after a restructure of its senior management team....
Financial planning
AXA’s Summit master trust has been slammed by disgruntled advisers of financial planning group Monitor Money, with many regretting the decision to roll the Assure wrap se...
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Podcast
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...