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Financial planning
The deadline to comply with the minimum standards of Policy Statement (PS) 146 have come and gone and from all accounts the industry has done well with most planners prov...
Financial planning
There is a saying that old advisers never die, they just re-write their life insurance policies....
Financial planning
Invesco Australia today appointed Aaron Finlay to the role of chief financial officer, a week after chief executive Michael Parsons made way for incoming chief Mark Armou...
Financial planning
A new management team at Norwich Union’s funds management arm, Portfolio Partners, could help the fledgling group reverse the problem of rapidly outflowing funds, accordi...
Editorial
Fund of funds investment vehicles continue to gain investor dollars and adviser support as each seek easier ways to invest. However, MARK KNIGHT questions whether the fun...
Financial planning
Indy Singh has built a business based on vision and a fax. BARBARA MESSER spoke with him about his vision and the contents of the fax....
Financial planning
Morningstar has released a review of JBWere’s business and management strengths, and has rated the company with a three out of five, but says it could have been a stronge...
Financial planning
IT IS easy to see both sides of the argument in what could quickly escalate into a full blown legal dispute between the Financial Planning Association (FPA) and the Assoc...
Financial planning
WITH a number of financial planners rapidly approaching their own retirement, succession planning has become a hot topic in the industry. The commonly held view is that p...
Financial planning
Since February 2001 when the Australian Securities and Investments Commission (ASIC) announced it would conduct a review of solicitor’s mortgages schemes, ASIC has acted ...
Superannuation
THE AUSTRALIAN Taxation Office (ATO) has developed a hit list for self-managed superannuation funds (SMSF) and it will be looking very closely at the general operational ...
Editorial
MLC has announced that it will compensate investors in its superannuation products who suffered a loss in the value of their investment when they were transferred from si...
Financial planning
At what point should a financial planning business consider outsourcing back-office functions and when is the right time to do it? FIONA MOORE reports on the telltale sig...
Financial planning
THE Australian Securities and Investments Commission (ASIC) will begin a series of campaigns targeting commissions and disclosure in a three-pronged strategy as part of i...
Financial planning
Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...
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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...