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Financial planning
The Financial Planning Association and Association of Financial Planners are considering applying to join a new indemnity scheme for peak professional bodies offered by t...
Financial planning
Professional Investment Services has moved into top spot in the 2005-06 Money Management Top 100 Dealer Group survey, displacing AMP Financial Planning as the nation’s la...
Financial planning
A survey of people working in the superannuation industry has revealed that while the Federal Treasurer, Peter Costello, may have kicked a goal in terms of superannuation...
Financial planning
As financial markets dive, bankers and investors alike are wondering whether to rebalance and just how risk averse they should become....
Financial planning
The superannuation industry is embracing financial planning as an integral offering for members, but has strongly rejected a commission-based fee model....
Financial planning
Professional Investment Services has purchased a Hong Kong dealer group, even as it is on the verge of cancelling its proposed purchase of a North American-based financia...
Financial planning
Despite the requirement by the FPA that their members fully comply with the ‘soft dollar code’ by January 1, 2005, benefit arrangements employed by advisory dealer groups...
Financial planning
Aspiring advisers were brought down to earth last night by industry commentator Ross Greenwood who told those thinking of financial planning as a get-rich-quick scheme to...
Financial planning
Many accountants are unaware of what constitutes unlicensed advice, meaning they are often treading a fine line between what they can and can’t discuss, according to thei...
Financial planning
Financial planners have sought legal advice over the role of the auditors of Westpoint in an attempt to recover client funds invested in the failed mezzanine property fun...
Financial planning
Professional Investment Services (PIS) is considering whether to settle with clients who lost money in Westpoint’s failed investment schemes rather than face court, acco...
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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?...