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Financial planning
The concerns about FOFA held by Australian financial planners have been placed in a global context....
Financial planning
Financial planners working in bank branches are less satisfied with their support system than those working for independent or even institutionally-owned dealer groups, a...
Financial planning
Instreet Investment is developing a portfolio stress test service to help financial advisers check the investment risk in client portfolios....
Financial planning
Former DKN CEO Phil Butterworth made the decision to join a new business unit at BT Financial Group, regardless of whether fellow DKN and Lonsdale executives would also m...
Financial planning
A new focus on financial adviser distribution is paying off for ING Direct with its products now recommended by 2,400 advisers in 245 dealer groups....
Superannuation
Though self-managed super funds (SMSFs) have continued to enjoy solid growth in 2011, estate planning is an area in need of increased focus, according to Peter Hogan, Pri...
Superannuation
Following the launch of its gearing package in May of this year, self-managed super fund (SMSF) administrator Multiport has announced further enhancements to the service,...
Superannuation
A new automated self-managed superannuation fund (SMSF) administration service has been launched into the market, allowing financial planners and SMSF professionals the o...
Superannuation
The financial planning industry has welcomed the Government's proposal to raise the superannuation guarantee from 9 per cent to 12 per cent....
Superannuation
Financial advisers should utilise a recent ATO ruling as an opportunity to review SMSF succession plans....
Financial planning
Financial advisers have reacted angrily to continuing attacks on the industry by compensation lawyers who blame financial planners for negative market performance and enc...
Financial planning
The global financial crisis (GFC) acted as a catalyst for many financial planners to change their business models - something that has placed them in good stead as they d...
Financial planning
Neither financial advisers nor investors have been particularly interested in structured products over the past few years and the sector has significantly shrunk since th...
Financial planning
The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking from Commonwealth Financial Planning (CFP)....
Financial planning
Key regulators have admitted that deliberate financial services fraud is hard to stop with or without regulatory changes....
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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...