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FINANCIAL PLANNING
Financial planning
The FPA has recorded an after tax surplus of $444,544 for the year ending 30 June, 2015....
Financial planning
On the back of its lack of institutional alignment and merger with PATRON, Infocus announced it has added 24 new adviser businesses within the past year....
Financial planning
New Zealand software start-up Suitebox has set its sights on the development of virtual financial advice with an overhaul of its existing online offerings....
Financial planning
IOOF recruits News Corp executive as new CEO for Shadforth Financial Group....
Life/Risk
The AFA, FPA and the FSC have all been invited to meet with Assistant Treasurer, Kelly O’Dwyer, to voice their concerns around the Life Insurance Framework....
Financial planning
Provisional liquidators Leanne Chesser and Craig Shepard have been appointed to investigate financial services provider Ostrava Equities in response to an application by ...
Funds management
Publicly-listed investment and superannuation platform provider, HUB24, signs white label arrangement with Fortnum Financial....
Life/Risk
The Financial Services Council’s position supporting three-year clawbacks demands that advisers take enormous leaps of faith and defies the position of some members, clai...
Financial planning
The financial advice industry is facing systemic issues rather than being plagued by just a few bad apples, says ASIC deputy chairman, Peter Kell....
Financial planning
Institutons and licensees urged to foster work cultures that allow advisers to develop ethical thick skins, enabling them to fulfil their public obligations....
Financial planning
Expansionist advice group, Fitzpatricks Private Wealth, is aiming to ensure excellence among its advisers, by appointing Rob Thomas as manager of advice excellence....
Financial planning
Ignition Wealth is set to unveil its automated investment advice service to the public next week....
Financial planning
An international study of longevity risk has reinforced the need for urgent reform of Australia’s retirement income system....
Financial planning
The financial planning university challenge, run through AMP's Horizons program, has attracted a record number of female entrants this year, with the competition winners ...
Financial planning
Financial advisers must reach out to women who prefer getting advice from family and friends....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...