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Financial planning
Prominent industry figure Anthony Starkins dropped a bombshell on the financial planning industry earlier this month when he called on the Government to outlaw commission...
Financial planning
Prominent financial adviser Anthony Starkins has called for the outlawing of commissions because they contravene the fiduciary relationship between advisers and clients....
Financial planning
In 1992, the word “Internet” didn’t even rate a mention in most dictionaries. In 2000, over 25 per cent of Australians are online and the percentage is rapidly growing. ...
Financial planning
The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...
Financial planning
The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...
Superannuation
Planners should not be put off from entering the self-managed funds advice market by complex legislation, says PSI Group chief executive officer Paul Kolatchew....
Accounting
Lawyers and accountants will not be subject to the same licensing requirements as financial planners if the findings of the Joint Statutory Committee on Corporations and ...
Financial planning
Planners should not be put off from entering the self-managed funds advice market by complex legislation, says PSI Group chief executive officer Paul Kolatchew....
Financial planning
E*Trade in the US will team up with accounting and consulting giant, Ernst & Young to provide online financial planning, according to reports in the New York Times. Both ...
Financial planning
Macquarie Financial Services has made further inroads into the self managed super-annuation fund (SMSF) market with the roll out of an “end to end” service. The service, ...
Financial planning
Newly elected national president of the Securities Institute Michael Willis has lent his voice to the argument calling for real estate agents to be subject to the same re...
Financial planning
The new economy has brought with it new criteria for investor protection, a senior ASIC commissioner has told members of the FPA Melbourne chapter....
Financial planning
The new economy has brought with it new criteria for investor protection, a senior ASIC commissioner has told members of the FPA Melbourne chapter....
Financial planning
A WestpacTrust advertisement in New Zealand promising free advice from staff trained in savings and investment has angered many in the NZ financial planning industry....
Financial planning
The steady rise of online financial services may not kill the wrap account or master trust service, but it is sure to make huge waves over the coming months. Stuart En-ge...
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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...