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Financial planning
Guardian Financial Planning was created as a haven for risk-based advisers in the face of the Financial Services Reform Act (FSRA) and, as Simon Segal writes, the group h...
Financial planning
Godfrey Pembroke has long been regarded as a premium financial planning group, but with new owners and a new chief, will it retain that crown? Lucie Beaman looks at the G...
Financial planning
Lonsdale Securities (Lonsec) has voiced concerns over the reorganisation of ING Investment Management’s (INGIM) Australian equities large and small cap teams, following t...
Financial planning
The ASIC/ACA survey reflected the reality that our industry and profession is undergoing a process of dumbing down, says Rob Keavney....
Financial planning
Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....
Financial planning
The Australian Securities and Investments Commission (ASIC) is conducting a surveillance campaign of tied advisers that could yield results as damning as a recent report ...
Financial planning
Credit Suisse Asset Management could be headed for a dramatic revamp of its product line up, if it pushes ahead with plans to launch a range of new offerings....
Financial planning
Robert Wagner is an American CFP with a vision. He foresees financial planning becoming the most important and professional industry in the world. Julie Bennett reports....
Financial planning
Managed accounts can deliver the benefits of managed funds without the complications, says Stephen Robertson....
Financial planning
When Perennial Investment Partners was launched by IOOF as a new boutique funds management arm in 1999, IOOF’s plan was to become a significant player in both retail and ...
Financial planning
Colonial First State’s (CFS) flagship master trust, FirstChoice, has reached the $2 billion mark in funds under administration less than nine months after its launch....
Financial planning
The Commonwealth Bank (CBA) has today revealed it made a $32.8 million payout to a departing senior executive of its Colonial First State funds management arm, at the sam...
Financial planning
AMP will pick a new wrap platform for its dealer group by the end of the first quarter of this year after having drawn up a shortlist according to AMP Financial Services ...
Financial planning
AMP Financial Planning (AMPFP) has created an elite force of advisers within its 1600 planner strong network with those chosen for the new group said to be the best in th...
Financial planning
AMP has announced a further 1900 job cuts from its troubled UK Financial Services arm, mostly from the ranks of its financial planners, at the same time as details of chi...
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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...