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FINANCIAL PLANNERS
Financial planning
Excess cash holdings held by planners have grown substantially as investors continue to shy away from volatile markets, according to Investment Trends....
Editorial
Mike Taylor argues that if financial planners are to follow a template for becoming a profession, they should choose medicine over the law....
Financial planning
FPA chief executive Mark Rantall counters Federal Opposition doubts by arguing there is a genuine need to enshrine the term 'financial planner/adviser' in law....
Financial planning
Financial planners may have embraced life/risk as a valuable revenue stream in recent times but that was not necessarily reflected in the life/risk sector's underlying st...
Financial planning
New platform launched to challenge planners in retail advice market....
Financial planning
Financial planners can fast-track training to write home loans because of their existing qualifications, according to Australian Capital Home Loans (ACHL)....
Financial planning
Financial advisers will be able to better track key performance indicators as a result of new tools launched this week by Securitor....
Financial planning
Research suggests fewer Australians use financial planners, but remaining clients are happier....
Superannuation
The Australian Securities and Investments Commission (ASIC) may need to revise the $200,000 figure it placed on the success of self-managed super fund (SMSF) starters aft...
Financial planning
Australian financial advisers look set to finish 2012 in a better mood, according to the latest research released by Wealth Insights....
Financial planning
The FPA and AFA have welcomed draft regulations that will enshrine the term 'financial planner/adviser' in law as an important consumer protection move....
Financial planning
Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....
Financial planning
Research suggests financial planners are becoming increasingly reliant on risk advice to drive income, with the proportion of revenue derived from insurance increasing in...
Editorial
A recent court ruling is a timely reminder that investment ratings houses are not perfect, writes Mike Taylor. ...
Financial planning
He may be young, but he's got what it takes. William Johns is the runner-up of this year's Financial Planner of the Year award....
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MARKET INSIGHTS
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...