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Financial planning
By understanding trends in the industry over the past 12 months, TOM COLLINS believes advisers can be better prepared for the challenges that will face them over the comi...
Financial planning
The Certified Financial Planner designation is about to undergo one of the biggest changes in its 23 year history. Stuart Engel reports on the struggle to wrestle the CFP...
Financial planning
A year as chairman of the FPA is a year full of activity. Indeed it is year full of activity, much of which is propelled by change. And it is change that has moved from t...
Financial planning
Life insurers will take a hit to the bottom line if the Financial Services Reform Bill survives the impasse between the Federal and State Governments....
Financial planning
The Financial Planning Association (FPA) will next month roll out an initiative to assist principal industry members in areas of compliance and professional standards....
Financial planning
Supplying the right financial services to each client is not always a simple task, especially when the client base numbers in the millions. Jason Spits looks at how the C...
Financial planning
Fiducian has unveiled ambitious plans to build one of Australia’s biggest financial planning groups....
Financial planning
APIR Systems has received a significant boost to extend its identification system to with a hefty capital injection from the ACT and Federal governments....
Financial planning
The Investor Group has opted for a single dealer’s licence as part of an ongoing drive to consolidate its financial planning groups. ...
Financial planning
The best way to find new planners is to look for young people who are well qualified and part the way through a CFP designation. ...
Financial planning
Financial services company the Investor Group has opted for a single dealer’s licence as part of an ongoing drive to consolidate a series of acquisitions of a number of f...
People & Products
Michael Cant has left Australian Casualty & Life (AC&L) to take up the newly created position as Colonial First State Australia head of strategic planning and corporate s...
Financial planning
Westpac Financial Services has completed the rollout of electronic education tools for its 550 financial planers....
Financial planning
The Australian Securities and Investments Commission (ASIC) banned a record 50 investment advisers in 1999/2000, compared to just 17 the year before....
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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...