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FINANCIAL PLANNERS
Financial planning
A panel of senior planning group executives have told a Money Management conference that advisers should lower their expectations with respect to the value of their advic...
Financial planning
The Financial Adviser Standards and Ethics Authority chief executive has reminded advisers that the FASEA exam extension is not a done deal until it passes the Parliament...
Financial planning
Centrepoint chief executive, Angus Benbow, makes no bones about the group’s desire to grow the number of planners working under its license....
Financial planning
Australian Paul Greenwood has taken out the 2019 PlanPlus Global Financial Planning Award for Europe/Australia....
Financial planning
Easton Investments has announced 54 per cent growth in its statutory profit and 17 per cent growth in underlying profit due to an uplift in the number of advisers....
Financial planning
The Federal Government has clarified that financial planners will not only have to sign up to a code monitoring body but also face a new single disciplinary body....
Financial planning
AMP Limited has outlined its $1 billion strategy remake entailing fewer, more productive advisers and different approach to buyer of last resort....
Financial planning
The firm will acquire Count Financial from Commbank for $2.5 million....
Financial planning
The Government has imposed the administrative burden of redistributing grandfathered remuneration on product issuers rather than onto financial advisers or licensees....
Financial planning
US media reports have questioned the conduct of the board which runs the Certified Financial Planner designation over its alleged failure to detail the criminal and regul...
Features
As some advisers look to sell their firms in light of the Royal Commission, Tizzy Vigilante explores what factors potential buyers will be looking for in your business...
Features
Paragem managing director, Nathan Jacobsen argues that while the march towards financial planning professionalism is welcome and necessary, it would be folly to overlook ...
Features
Mike Taylor writes that new research conducted by Money Management has confirmed general acceptance of the convergence of accounting and advice but only on the right term...
Policy & Regulation
The Tax Practitioners Board has revealed it is investigating the activities of 350 practitioners over suspected “high risk behaviour”....
Financial planning
Netwealth has again emerged as the preferred platform for financial planners, but the latest Investment Trends research has also pointed to a consolidating platform marke...
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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...