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Editorial
Although National Australia Bank chief executive John Stewart told investors yesterday that the bank is “not out of the woods” despite posting a record profit, a strong s...
Funds management
The low unemployment levels driven by a buoyant share market and thriving economy, as well as an increased need to recruit compliance professionals following the implemen...
Financial planning
The real story of financial planning recruitment this year is not that the prevailing skills shortage continues to broaden, but that there has been no corresponding rise ...
Financial planning
Insurance and financial planning group Australian Unity has lost close to half of its financial planners since May as a result of a major overhaul of its dealer group....
Financial planning
The launch of the Generic Personal Statement (GPS) for risk advisers and their clients has generated some debate, which I think warrants some commentary....
Financial planning
This year, the Australian Securities and Investments Commission (ASIC) has left little room for doubt on just how serious it is about implementing and enforcing financial...
Financial planning
St George’s wealth management business contributed almost 20 per cent more to the group’s profit before tax this year than in 2004, on the back of strong investment marke...
Financial planning
Creating another four example statements of advice, including one with a “real fair dinkum super switch”, will be among the corporate regulator’s chief tasks in the year ...
Financial planning
While most gatherings of financial planners and accountants feature a lot of grumbling about superannuation complexity and compliance, the business reality is that most n...
Financial planning
A potential disadvantage of outsourcing paraplanning is that advisers can come to rely so much on the services of a paraplanning firm, that they abdicate their profession...
Financial planning
Corporate super advisers are seeking further guidance from ASIC on the provision of advice to fund members, particularly in areas where individuals are seeking more perso...
Financial planning
The Association of Independently Owned Financial Planners will scrap its current professional indemnity insurance deal in favour of a new scheme that will see it largely ...
Financial planning
150,000 of fund manager ING Australia’s clients are to be reimbursed an average of just under $100 each after the discovery of unit pricing errors in their life insurance...
Financial planning
At the recent PortfolioConstruction Conference, US-based Randall Lert, chief portfolio strategist with Russell Investment Group, gave the keynote address. With a worldwid...
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Podcast
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...