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Financial planning
Without doubt, the biggest news in the financial planning business over the past two years has been the rise and rise of the consolidators....
Financial planning
Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators....
Financial planning
Opponents of the Waltus scheme to amalgamate most of its property syndicates into a single company are preparing an appeal following a loss in the High Court earlier this...
Financial planning
Opponents of the Waltus scheme to amalgamate most of its property syndicates into a single company are preparing an appeal following a loss in the High Court earlier this...
Financial planning
If we think back to 1988, a person could obtain an authorised representative’s licence through attending two days of in-house training. ...
Financial planning
Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators. ...
Financial planning
In the US, financial planners are no strangers to corporate pension funds and many have shaped their entire businesses around the lucrative US 401k pension plan market. D...
Financial planning
Property management company Waltus could be in for a protracted court battle as it fights to implement a plan to amalgamate most of its property syndicates into one entit...
Financial planning
A number of Australia’s leading financial services consultants have been traversing the nation for the past month as a part of the FPA Roadshow. Money Management caught u...
Financial planning
A Melbourne based accountant has pleaded guilty to ordering the redeeming of superannuation money on behalf of clients who had not qualified for retirement....
Financial planning
Too many business relationships between financial planners and the accountants who refer clients fail due to poor structure of the relationship, says Shirlaws partner Chr...
Accounting
A Melbourne based accountant has pleaded guilty to ordering the redeeming of su-perannuation money on behalf of clients who had not qualified for retirement....
Financial planning
Who is best qualified to give advice, accountants or planners, has been a long running debate. John Wilkinson looks at how this debate is developing and the influence of ...
Financial planning
While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...
Financial planning
The movie image is always the same – the cool, calculating suit, watching stock figures float down the lap top screen until at some point he speed dials his broker and sh...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....