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FINANCIAL PLANNING INDUSTRY
Financial planning
With its merger with Premium Investors completed, WAM Capital has moved to terminate Premium's IM arrangement with Treasury Group....
Editorial
Mike Taylor argues that if financial planners are to follow a template for becoming a profession, they should choose medicine over the law....
Editorial
2012 will stand as a watershed year for the Australian financial planning industry – the year during which the various elements of the Future of Financial Advice (FOFA) l...
Financial planning
The Shadow Assistant Treasurer, Senator Mathias Cormann, confirms he remains to be convinced on the need to legally restrict use of the term 'financial planner/adviser'....
Financial planning
Former South Australian financial planner Trevor Wayne Carll has been sentenced to two years in prison with a 13-month non-parole period....
Editorial
The Financial Planning Association’s ‘side deal’ with the Industry Super Network on FOFA drew plenty of flack from many key industry figures....
Editorial
Plan B's Andrew Black could be forgiven for thinking he is being followed by IOOF in the wake of its acquisition of the dealer group....
Financial planning
New platform launched to challenge planners in retail advice market....
Editorial
Mike Taylor writes that legally enshrining the term ‘financial planner/adviser’ is a necessary step towards creating a barrier to an industry being tarnished by spivs and...
Financial planning
Michelle Tate-Lovery has been named the Money Management 2012 Financial Planner of the Year, with Fiducian's William Johns being named the runner-up....
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....
Editorial
The Australian Securities and Investments Commission (ASIC) last week released its consultation paper Future of Financial Advice: Approval of codes of conduct for exempti...
Editorial
Mike Taylor writes that codes of conduct are only effective when those who sign up genuinely appreciate the consequences that follow a breach....
Financial planning
While a number of companies rooted in mortgage broking have expanded into financial planning, it is an area of cultural, regulatory and legal challenges....
Financial planning
With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....
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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...