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FINANCIAL PLANNING SERVICES
Financial planning
The degree to which superannuation funds comply with the regulatory constraints surrounding the new intra-fund advice regime will rely on how closely they are watched by ...
Financial planning
Will offer financial services to farmers suffering from drought and financial difficulties....
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
South Australian practice is the second to join Matrix Planning Solutions in the space of a month....
Financial planning
Mortgage lender Muslim Community Co-operative Australia is now licensed to set up mortgage funds and property trust schemes in accordance with Islamic law....
Financial planning
The Finance Sector Union is in negotiations with the Association of Independently-Owned Financial Planners to appoint it as its preferred provider of financial planning s...
Financial planning
The Financial Planning Association has moved to take hold of the fees versus commissions agenda by producing a consultation paper which proposes a phase out of existing c...
Financial planning
Financial Planning Services Australia advisers have been emotionally battered by the ongoing market downturn, chief executive Mark Ryan has acknowledged....
Editorial
Traditional financial advice models that service higher-net-worth clients don't work for average Australians and a paradigm shift is needed in the industry....
Financial planning
Expected to complete transfer in March....
Editorial
The unravelling of Storm Financial underscores much of what is wrong in the financial planning industry, writes Paul Resnik....
Financial planning
Acquires 25 per cent stake in local practice....
Financial planning
Acquires 25 per cent stake in local practice....
Financial planning
There have been a number of comments recently with predictions of where our industry is heading and what developments we may see in the future. In assessing the possibili...
Financial planning
FPSA appoints former AFS distribution head as chief executive – with a brief to grow the company aggressively....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...