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Financial planning
With the introduction of financial services reform, the ‘know your client’ obligation for financial planners is more critical than ever before....
Funds management
Research houses are urging investor caution after yesterday’s shock announcement by Colonial First State that it had lost its entire listed property team....
Financial planning
Boutique dealer group AAA Financial Group (AAAFG) has expanded its head count to 80 advisers nationally from 10 at the start of the year, and is preparing to launch a mor...
Financial planning
The Queensland Investment Company (QIC) has launched an infrastructure fund that will seek investment opportunities globally....
Financial planning
RetireInvest has achieved its target of growing the firm’s distribution network by 60 planners in 2005 through the recent addition of 12 new advisers to the dealer group....
Funds management
The low unemployment levels driven by a buoyant share market and thriving economy, as well as an increased need to recruit compliance professionals following the implemen...
Financial planning
The real story of financial planning recruitment this year is not that the prevailing skills shortage continues to broaden, but that there has been no corresponding rise ...
Financial planning
Growing competitiveness in the financial services sector is pushing recruitment demand away from service-oriented advisers to those with a “demonstrated ability to sell”,...
Financial planning
Insurance and financial planning group Australian Unity has lost close to half of its financial planners since May as a result of a major overhaul of its dealer group....
Financial planning
Succession planning has the distinct honour of being one of the most widely discussed topics in the financial planning profession while being the activity which occurs th...
Life/Risk
It is a problem that everybody knows about, and some have solutions for, yet it will not go away. Australians are not buying risk insurance, and far too-few advisers are ...
Financial planning
RetireInvest is on the road to recovery following recent adviser losses, with the dealer group recruiting three new proprietors to boost its franchise numbers to 87 with ...
Financial planning
The demand for trainee advisers is increasing, according to the latest Hays Banking Quarterly Recruitment Forecast....
Funds management
A day after it enlisted Deutsche Bank’s property team, Perpetual has underscored its commitment to focus more heavily on the real estate sector with news that it will buy...
Financial planning
Salaried financial planners have benefited from a pay increase of between three and five per cent, according to the latest research from the Financial Recruitment Group, ...
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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...