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Financial planning
The Financial Planning Association (FPA) has thrown its weight behind the CLERP 6 reforms, but still has concerns over some of the detail....
Financial planning
An administration product, in isolation, offers a very narrow service to clients. ...
Financial planning
1. Name: Norm Whyte 2. Job title: Proper authority holder 3. Dealer group: Professional Investment Services ...
Financial planning
Financial planners, investment advisers, accountants, and all professionals who provide investment advice should be aware of the recent introduction of the pru-dent perso...
Financial planning
Independent advisers are coming under growing pressure as several industry funds look to setting up their own financial planning bodies....
Financial planning
Members seeking advice about their superannuation are driving industry funds to form their own financial planning arms....
Financial planning
After more than a year of searching, Davey Financial Management has found a buyer for its financial services business. ...
Funds management
A review of real estate agents providing investment advice in regard to property is being sought through an FPA submission to the Australian Securities & Investments Comm...
Financial planning
Bank based planners have enjoyed particularly strong business growth in recent years, writes Michael Migro And although this will continue in the year ahead, they face fo...
Financial planning
Australians are only slightly more likely to seek the services of a financial planner when looking for financial guidance than an accountant, family member or bank manage...
Funds management
ASIC has announced the second stage of its review of the regulations governing the financial advice activities of real estate agents. ...
Financial planning
The Association of Financial Advisers (AFA) has axed plans to merge with the Financial Planning Association (FPA), citing irreconcilable differences in membership bases....
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Podcast
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...
So we are now underwriting criminal scams?...