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Financial planning
The resources committed to practice management have been considerable, with small and large dealer groups addressing the issue in different ways. But as Peter Dawson expl...
Financial planning
The Count Financial Group is set to launch an superannuation trustee administration platform in conjunction with Trust, the group created out of the merger between Perman...
Financial planning
Melbourne-based fund manager Equity Trustees (EQT) has acquired the $110 million Wealthpac Access Master Trust, which has 7,600 members and is comprised of employer super...
Financial planning
Tom Collins argues that contrary to what the regulators and lawmakers are saying about cleaning up the financial services industry, the solution will be found in redefini...
Financial planning
Financial services education and compliance provider Integratec will expand into stockbroking education following Bell Potter Securities joining its online continuing pro...
Financial planning
APIR Systems has signed up Brisbane-based dealer group Australian Investment and Financial Planners (AI&FP) as the first full-service user of its Compliance Reference Ser...
Financial planning
The implementation of compliance programs by Australian financial services companies are being hindered by a lack of resources, the perception compliance is not core busi...
Financial planning
The Financial Planning Association (FPA) will hold a meeting of its 31 chapter chairs this week to combat what it sees as problems communicating with its membership base....
Financial planning
The process involved in obtaining an Australian Financial Services (AFS) licence may be arduous and time-consuming but at least it’s relatively straight-forward. What is ...
Editorial
Investors have long held a bias to investing at home and, as Lochiel Crafter writes, this is understandable but does not justify current portfolio weightings....
Financial planning
A properly run DIY fund, either a self-managed super fund (SMSF) or small APRA fund (SAF) will help ensure that your clients never have a reasonable benefit limit (RBL) p...
Financial planning
The Perpetual group has expanded its operations with the trustee side of the business launching a new operation while the investment business has rolled out a new geared ...
Financial planning
Following its recent damning report into the planning industry, ASIC is pledging to come down hard on wayward planning groups, but some say the watchdog is overstepping t...
Financial planning
The Financial Planning Association (FPA) has foreshadowed a greater focus on the needs of small dealer group after it announced a series of initiatives today aimed at sup...
Financial planning
Shortly after Bendigo Bank opened its first community branch in 1998, the bank decided it needed a financial planning arm to complement the range of services on offer. No...
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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...