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Financial planning
The proportion of Australians with direct share holdings dropped for the first time in two years, a survey has found....
Financial planning
Education is shaping up as one of the big financial planning issues over the next couple of years. But the debate has shifted. No longer do people argue over the benefits...
Financial planning
The National Australia Bank confirmed industry rumours by officially announcing it will purchase MLC from Lend Lease for $4.56 billion cash, with a completion date set fo...
Financial planning
Fees for transaction-based services will continue to fall as fund managers go direct and the financial planning industry builds on the service concept, says Skip Parish f...
Financial planning
Your article, "Branding Business" (Money Management, September 16), seems to suggest that branding is an all-to-tough proposition for financial planning organisa-tions. W...
Financial planning
Over the past five years, a lot of the fat has been trimmed from profit margins for banks on home loans. At the same time, profit margins for margin lenders re-main robus...
Financial planning
In another sign that financial planning at the Big Five accounting firms is undergoing a major shakeup, a group of advisers, headed by Deloitte Financial Services directo...
Financial planning
Over the past five years, a lot of the fat has been trimmed from profit margins for banks on home loans. At the same time, profit margins for margin lenders remain robust...
Funds management
Over the past few years, the Financial Planning Association has called on ASIC to regulate real estate agents who provide property investment advice. Shifting the spotlig...
Financial planning
At the end of April, the Assistant Treasurer released an exposure draft of the Superannuation Legislation Amendment Bill (No. 4) 1999. This is the legislation that implem...
Financial planning
Australians are now saving more for their holidays than their retirement, a new study reveals....
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...
Funds management
ASIC has announced the second stage of its review of the regulations governing the financial advice activities of real estate agents. ...
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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...