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FINANCIAL PLANNING
Financial planning
FinaMetrica is to launch its psychometric risk profiling systems in Canada after striking a deal with PlanPlus Web Advisor....
Financial planning
The FPA will resume its value of advice advertising campaign, with Dazza and his well-intentioned yet dubious quality financial advice set to return to television screens...
Financial planning
Listed financial planning and accounting business WHK Group, formerly known as Investor Group, has continued its strategy of expansion through acquisition with the additi...
Financial planning
Australia is currently enjoying the best employment market in years with a low national unemployment rate. Job seekers in most markets have many choices and career option...
Financial planning
Scott Keeley decided he had to make a career change by the age of 30, or remain a public servant forever. He chose a career in financial planning and joined a small pract...
Financial planning
ASIC has delivered one of its most stinging criticisms of commission-based selling of financial planning advice, and called for dealer groups around the country to move t...
Financial planning
INGhas signed Xplan to enhance its online financial planning business support tool, Adviser Advantage, to add features that will allow advisers to more easily provide a s...
Financial planning
Post graduate degree qualified people will no longer be able to gain an exemption from four out of the five units that must be obtained to receive the Certified Financial...
Financial planning
The financial advice community is divided on the FPA’s soon to be released principles on conflicts of interest, displaying mixed opinions on the appropriateness and likel...
Financial planning
In recent times, we have seen a welcome emphasis on improving the understanding of what financial planners actually do. The Financial Planning Association’s Value of Advi...
Financial planning
Alongside a ‘shadow shopper’ survey in February, the Financial Planning Association (FPA) will continue to work on lifting the industry profile and working with the regul...
Financial planning
How to value a financial planning practice? Read this article to get better insight into the financial planning business valuation process in Australia....
Financial planning
In the financial planning industry, the road to setting up your own practice is full of pot holes. BEN ABBOTT asked John Kiley how he survived his first year....
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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...