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FINANCIAL ADVISERS
Financial planning
Don’t jettison the basics when you prepare Statements of Advice, writes Lisa Chambers....
Financial planning
Trends in the risk market are set to mirror recent developments in the platform market through the introduction of a wider range of simpler products over coming years to ...
Financial planning
A new report by the banking sector’s chief complaints body has found the number of disputes involving bank-based financial planners remains relatively low, despite a stea...
Financial planning
Sealcorp-owned financial planning group Securitor has expanded its strategic partnership with practice management specialist firm Strategic Consulting and Training....
Financial planning
Financial planners are being prevented from improving the quality of advice they provide and may have to drop some of their smaller clients because of an overwhelming com...
Financial planning
A Sydney-based adviser who has built-up the funds under advice in his one-man business to $120 million over 24 years, has been acknowledged as the industry's best risk sp...
Financial planning
A Sydney-based adviser who has built up the funds under advice in his one-man business to $120 million over 24 years has been acknowledged as the industry’s best risk spe...
Financial planning
Proving that advice is given in the best interests of clients is more critical than ever if financial planners want to avoid a day in court, writes Paul Resnik....
Financial planning
The Association of Financial Advisers has hinted at a possible collective merger with other industry associations at its annual conference in Launceston, while also annou...
Financial planning
A Melbourne financial planner has been sentenced to five years and three months jail after pleading guilty in the Victorian County Court to five counts of fraud relating ...
Financial planning
Product pushing is a bummer. Disclosure is all good. Financial Services Reform (FSR) is a positive. Becoming a certified financial planner is a must. Fee-for-service is c...
Financial planning
The AXA group has set itself an ambitious target to generate $1 billion worth of inflows into its new Generations master trust platform within 12 months....
Financial planning
How do you charge fees to your clients – upfront or ongoing? The value of your practice could double depending on how you charge for your advice, writes John Ellison....
Financial planning
IOOF will pay former AM Corporation management “the high end of the $12.6 million scale” of a funds under management retention deal struck when AM Corp was acquired by th...
Financial planning
Socially Responsible Investment in Australia has taken off with funds under management jumping by 41 per cent to $21.5 billion over the 12 months ending June 30....
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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...