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Financial planning
Tasmanian-based planner is trying to clear his name....
Financial planning
The Parliamentary Secretary to the Treasurer, Chris Pearce, has advised the Financial Industry Complaints Service to be mindful of the flow-on effects that may occur if t...
Financial planning
The Australian Securities and Investments Commission has intervened in Sovereign Capital’s intention to wind up the Sovereign Prudential Fund, due to concerns the Gold Co...
Financial planning
The Government’s plan to make professional indemnity insurance mandatory for financial planners has received a lukewarm response from the Financial Planning Association o...
Financial planning
The current minimum compensation arrangements applying to holders of an Australian Financial Services licence will continue to apply for another six months while the Gove...
Financial planning
Remuneration levels, reasonably priced professional indemnity insurance, good training facilities, product research and technical support are the five top criteria financ...
Financial planning
In the financial planning industry, the road to setting up your own practice is full of pot holes. BEN ABBOTT asked John Kiley how he survived his first year....
Editorial
Booming investment markets and a decision to not pay almost $1 million for professional indemnity cover have helped Barry Lambert’s Count Financial to record a $12.3 mill...
Top 100
This marks the seventh year Money Management has produced the Top 100 Dealer Groups Survey and it remains the most extensive report of its type in the industry. The surve...
Financial planning
Professional indemnity insurance premiums for financial planners decreased by around 12.5 per cent in 2004 and are set to remain reasonably stable despite the impending i...
Financial planning
Inadequate professional indemnity (PI) insurance is proving a major compliance hurdle for financial planning dealer groups, the Australian Securities and Investments Comm...
Financial planning
Queensland financial planning firms Gunther Doyle Griffin, Swan Financial Group and Brisbane-based Associated Planners have merged to create a new group, 4people....
Financial planning
It is not every financial planner who can count a meeting with the Prime Minister as a career highlight....
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has changed its membership structure, fees and benefits in an attempt to increase its market presence....
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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...