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Financial planning
Since the appointment of Winchcombe Carson’s first managing director four months ago, the Melbourne financial planning group has undergone a big shake-up....
Financial planning
The push by the government to change the face of the financial services industry has also included a change in the way planners are licensed and educated. David Chaplin e...
Superannuation
The growth in self managed superannuation has grown in recent months as the result of changes in legislation. Ben Smythe investigates what advisers should be telling clie...
Financial planning
Listed financial services company Investor Group has received extensive interest from service providers in its bid to outsource a number of support services for its finan...
Financial planning
Tax reform, new licensing laws and an added emphasis on professionalism and training is a turbulent time to become chairman of the Financial Planning Association. Jason S...
Editorial
Agricultural investment schemes suffer from an image problem, but Canberra’s only fund manager wants to change all that, as John Wilkinson reports....
Financial planning
The Australian Prudential Regulation Authority (APRA) will appoint a statutory approved trustees (SAT) to thousands of DIY super funds as new regulations come into force....
Financial planning
The Australian Securities and Investments Commission (ASIC) has commenced an enforceable undertaking action on Grosvenor Securities’ 40 advisers, following a surveillance...
Financial planning
The Australian Security and Investments Commission (ASIC) has extended the deadline for compliance with its training requirements to 30 June 2002....
Financial planning
Zurich Financial Services has added an interactive e-mail component to its web site but has stated it will not use the service to provide advice or sell products....
Financial planning
Investors can still take part in global markets by investing in their local multinational stocks, says Merrill Lynch Investment Managers head of investment strategy and r...
Financial planning
It doesn’t happen often, but it does happen. Kate Kachor outlines what to do when your client makes a complaint....
Financial planning
Westpac is getting very serious about its expanding its financial planning business – and it’s willing to put its money where its mouth is, as Stuart Engel reports...
Financial planning
Insurance brokers must act now to implement a compliance infrastructure to meet the demands of the ASIC policy statement 161 according to Paul Harding-Davis head of the F...
Superannuation
Zurich Financial Services has added an interactive e-mail component to its web site but has stated it will not use the service to provide advice or sell products. Superan...
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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...