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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
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
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
Lawyers and accountants will not be subject to the same licensing requirements as financial planners if the findings of the Joint Statutory Committee on Corporations and ...
Financial planning
Accountants will be the big winners of financial planning business, according to high profile industry figure Robert MC Brown....
Financial planning
Investor Group has purchased the Cressey Lynch accounting and financial planning businesses....
Accounting
Accountants will emerge as a dominant player in the financial planning industry, according to high profile accountant Robert MC Brown....
Accounting
Accountants will emerge as a dominant player in the financial planning industry, according to high profile accountant Robert MC Brown....
Accounting
Money Management’s inaugural Top 100 dealer survey has proved what many in the industry have long suspected – that accountants are fast gaining a foothold in the industry...
Accounting
Accountants must lay to rest preconceived notions of financial services groups if they are to maker a dent on the financial planning business....
Financial planning
Accountants, often the first port of call for clients wanting finan-cial advice, are moving swiftly into financial planning. ...
Accounting
AustSelect's new distribution arm for accountants, AustAccount, will maintain the same ownership structure as the company's financial planners' vehicle AustChoice....
Financial planning
AMP's financial planning operations are looking to boost referral business coming from accountants by forming alliances with accounting groups....
Financial planning
Financial Planners are increasing their lead over accountants in the bid to win the hearts and minds of the investing public, according to a new report....
Financial planning
Australians are only slightly more likely to seek the services of a financial planner when looking for financial guidance than an accountant, family member or bank manage...
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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....