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Financial planning
Zurich extends its presence in the group life market with the acquisition of IUS Life....
Financial planning
Zurich extends its presence in the group life market with the acquisition of IUS Life....
Editorial
With draft legislation resulting from the Future of Financial Advice reforms due out within months, Mike Taylor writes that much more is at stake than how financial plann...
Editorial
The Government's Future of Financial Advice proposals may serve to alter the legislative environment but, as Mike Taylor writes, new research suggests much more is requir...
Policy & Regulation
The key lobby groups making up the financial services industry are hoping to see the first draft of the legislation emanating from the Government’s Future of Financ...
Editorial
The financial planning industry has ended 2010 amid just as much uncertainty as the beginning of the year, writes Mike Taylor....
Financial planning
Flooding in south-east Queensland has interrupted the services of several Queensland-based financial services organisations that had earlier offered assistance to those a...
Financial planning
Count Financial is acquiring a strategic 8.25 per cent stake in Professional Investment Services (PIS) parent entity Centrepoint Alliance, according to a Christmas Eve an...
Financial planning
Although it is still early days in terms of the fallout from the Queensland floods, Australia’s financial advisory industry has begun looking into what assistance w...
Policy & Regulation
Financial planning firm Infocus Money Management has appointed a new chief operating officer to help transition the business to a fee-for-service model before the propose...
Financial planning
Academic urges development of new tertiary-based minimum standards for financial planners....
Editorial
The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...
Financial planning
Notwithstanding the criticisms that have been directed at the FPA and the course it has charted, outgoing FPA chief Julie Berry believes the FPA’s direction has alw...
Financial planning
The FPA and the FSC now have clearly differentiated seats at the lobbying table, but the FPA chief has acknowledged that advisers and licensees remain inextricably linked...
Financial planning
Aberdeen’s Stuart James claims benchmarking can leave investors short on handy exposures....
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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?...