FINANCIAL PLANNING INDUSTRY

Financial planning

Financial planners would be required to fund a professional indemnity compensation scheme if a proposal to Federal Treasury, supported by the Financial Industry Complaint...

Financial planning

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Editorial

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Financial planning

A strong belief in the value of strategy advice rather than product advice, combined with a passion for managing clients’ financial affairs in a proactive manner, helped ...

Financial planning

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Editorial

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Financial planning

THE deadline for the financial planning sector to propose changes to the controversial wording of draft Corporations Act Regulation 7.6.02AAA fells yesterday (November 30...

Financial planning

Publishing house, brillient!, the company that produces the PortfolioConstruction Journal and annual conference, has made its debut on Internet TV delivering investment r...

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Financial planning

IFS executive chair Garry Weaven has called for independent research on a selection of superannuation fund members to show what fees they are paying and how their fund is...

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Editorial

Paraplanning deserves recognition in its own right as a chosen profession rather than as a transition to becoming a financial planner, according to Brigitte Forbes, senio...

Financial planning

The Financial Planning Association is keenly anticipating a national regulatory regime for mortgage broking, saying it may only be weeks away from public consultation fol...

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Financial planning

A business sustainability expert has warned the industry to change its employment practices in order to attract more people into the profession....

Editorial

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Financial planning

Financial services research firm brandmanagement has recently performed a survey that revealed the wealthiest consumers in Australia are not being properly serviced by th...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 6 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 4 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 4 days ago