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FINANCIAL PLANNING
Financial planning
Compliance consultant Christina Kalantzis has seen an uptick in the number of boutique financial planners looking to 'hand back' their Australian Financial Services Licen...
Financial planning
The Financial Services Council has supported the view of Richard St John that a last resort compensation scheme would be 'inappropriate and counterproductive' for the fin...
Financial planning
Investment Trends research finds financial planners play an enormous role in the take-up of capital protected products....
Financial planning
Close relationships with clients can end up haunting financial planners when they decide to exit the industry, according to Hunts' Group principal Anthony Hunt....
Financial planning
The ACCC has issued a decision which may have implications for organisations in the financial planning industry....
Financial planning
Financial planning practice valuations have returned to three times recurring revenue as weak supply fails to meet demand, according to Forte Asset Solutions director Ste...
Financial planning
Although financial planners are often told it is cheaper to be the authorised representative of a major licensee, that is not necessarily the case, according to Pathway L...
Funds management
Wealth Enhancers chief executive Finn Kelly was a finalist in the Money Management Young Achiever of the Year category last year and has gone one step better in 2012....
Financial planning
A new paper suggests financial planners need to rethink what drives client risk tolerance....
Financial planning
Professional indemnity insurance premiums for planning practices are up 30 per cent from last year, according to Alexis Insurance Brokers principal Christina Kalantzis....
Financial planning
Financial planners have welcomed St John report recommendations suggesting product issuers accept greater responsibility. ...
Superannuation
SMSF trustees need to be conscious of lumpy assets such as property within their fund portfolios in the event of death....
Financial planning
The same regulator critical of financial planner responses in a shadow shopping exercise has turned in a 100 per cent fail in responding to parliamentary questions on tim...
Financial planning
A recent newspaper advertisement that equates financial planning with the sale of financial products misunderstands the role of advisers, says AFA chief executive Richard...
Financial planning
ANZ's Paul Barrett says educating consumers is the key to growing adviser credibility....
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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...