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FINANCIAL PLANNERS
Financial planning
Appointment comes after review of internal research processes and expansion of internal product research team....
Financial planning
Squabbling on the part of groups of financial planners is serving to undermine the broader interests of the financial planning industry, according to the chief executive ...
Financial planning
If the financial planning industry is to be placed under the media microscope, those controlling the focus should be obliged to declare their interests. There is nothing ...
Financial planning
The Financial Planning Association (FPA) is calling for tighter regulation of the use of the term 'financial planner' to distinguish it from the term 'financial product a...
Superannuation
Some financial planning practices looking for acquisitions are beginning to question the value of purchasing a practice with a retired client base....
Financial planning
New life risk research and premium comparison software developed with Adviserlogic....
Editorial
It ought come as no surprise to most Australian financial planners that they have an image problem and that they represent an easy target for what was once known as the ‘...
Financial planning
The Australian Securities and Investments Commission has issued class order relief that will allow super fund members to receive advice from their fund....
Financial planning
AMP chief executive Craig Dunn has defended the integrated financial services model, saying despite "inherent conflicts of interest" that must be managed, consumers prefe...
Financial planning
A combined Melbourne-based risk insurance and accounting business plans to buy more practices to boost its presence in Victoria and New South Wales....
Financial planning
The New Zealand financial planning industry is being consulted on new disclosure requirements for advisers, including the potential use of the terms 'independent' or 'una...
Financial planning
More than 360 Australians have sought advice on superannuation, mortgages and the first home owners grant, retirement, tax budgeting and investments....
Financial planning
Financial planning practices are not working with their dealer groups to tackle cash-flow problems during the downturn....
Financial planning
A media report yesterday that accused financial planners of being under investigation by ASIC was false, with the people in question believed to be marketing themselves a...
Financial planning
It's official - superannuation fund members have endured two consecutive years of negative returns....
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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...