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Financial planning
For those of us who have spent some of our working lives in engineering or manufacturing, the importance of quality is self-evident....
Financial planning
As if the threat of war isn’t enough to worry about, the financial services industry also has an unprecedented amount of new regulation to deal with. MAX FRANCHITTO argue...
People & Products
The van Eyk Research group has filled the gap left by the departure of its former head of asset consulting, Rob Prugue, appointing John Peterson to the role. Peterson, fo...
Financial planning
Australian Planners Financial Services (APFS) will turn over $55 million this financial year through its nationwide network of 200 advisers in 90 member firms....
Financial planning
Risk insurance has long been a wallflower at the financial planning party. Hampered by the depressing reality that the client may not be around to spend the benefit, risk...
Financial planning
Nobody really thinks the Financial Services Reform Act (FSRA) is working, says TOM COLLINS, and for that reason it should be scrubbed....
Financial planning
A new Melbourne-based financial planning firm, DirEquity, expects to launch a direct managed accounts platform....
Financial planning
Forget PS 146, it could be PS 164 that will be the big compliance hurdle for financial planning businesses in 2003....
Financial planning
Portfolio administration service provider Symetry has restructured its operations to prepare for further business growth, which includes plans for greater platform and eq...
Financial planning
Hunter Hall Investment Management has been given a damning report card by Morningstar in the research house’s sector strength rating of the boutique manager....
Funds management
The Australian Prudential Regulation Authority (APRA) will refer 21 cases to the Director of Public Prosecutions (DPP) for late or non-lodgement of annual superannuation ...
Financial planning
Many advisers have yet to tackle the new AFSL licence regulations. But by putting it off, they are losing precious time in a process that requires a steady and methodical...
Financial planning
There are those who would argue that compliance requirements restrain a business from flourishing. This is not the case where the practices of the financial planner marry...
Financial planning
The Australian Securities and Investments Commission (ASIC) has secured an enforceable undertaking from Robert Marusco, a director of former licensed securities dealer NK...
Financial planning
AMP Financial Planning (AMPFP) has created an elite force of advisers within its 1600 planner strong network with those chosen for the new group said to be the best in th...
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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...