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Financial planning

For some time I have been confused by industry experts arguing that there will be an increase in the number of DIY and small dealer groups, when most other financial part...

Financial planning

IntegraTec Training launched its new adviser training service today, OnTrack, an online continuing education solution for financial planners....

Financial planning

The Australian Securities and Investments Commission (ASIC) has called on planners to prepare and apply for the new financial services licence now instead of putting it o...

Financial planning

Assessment Education Services (AES) has launched an additional service to the group’s Adviser Personal Record Service, its online training and compliance solutions servic...

Financial planning

<i>Money Management</i><i>’</i><i>s</i> ‘Rating the Raters’ survey featured in this edition began to generate a lot of interest even before the last words had been writte...

Financial planning

The Australian Securities and Investments Commission (ASIC) has responded to calls by financial planners to recognise pre-1995 training, announcing yesterday it would acc...

Financial planning

Bridges Financial Services has made two appointments to expand its business development team....

Financial planning

AMP is considering a make-over or even a sale for its investment administration business, Cogent....

Financial planning

Zurich Financial Services (ZFS) new range of multi-manager products has received an less than sterling debut rating from Assirt, and despite some strengths has been award...

Accounting

Lonsdale Financial Group is looking to grow the number of accountancy practices in its framework and to launch software in the second half of this year to help automate t...

Financial planning

The financial planning industry has been called on to play its part in the international fight against terrorism....

Financial planning

The term retail means less now than what it did five years ago....

Financial planning

There is rumblings of a revolution in wholesale funds management, as the sector begins to build a path between itself and retail investors....

Financial planning

Paul Lahiff is a man with rollback on his mind, and it has nothing to do with the GST....

Financial planning

An open letter to: Directors of Institutional Financial Planning Groups;...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks 1 day ago