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Financial planning
Funds under advice for dealer groups continue to grow which is typical in times of very healthy investing conditions, however the total figure doesn’t always show the com...
Financial planning
AMP Financial Planning has offered rectification to about 1,500 clients affected by an enforceable undertaking the dealer group gave to the Australian Securities and Inve...
Financial planning
The corporate regulator has announced it will apply a commonsense approach to the rules governing the proper issuance of Statements of Advice in the lead up to the simple...
Financial planning
The holding company of Professional Investment Services has sought external help in determining the future direction of the dealer group, which could include listing on t...
Financial planning
Misleading Statements of Advice and inappropriate recommendations have resulted in a five-year ban from providing financial services for former Mawson Securities financia...
Financial planning
St Andrew’s Australia has bought Queensland-based practice Whittaker McNaught for an undisclosed sum....
Financial planning
The Challenger Financial Services Group’s funds under management, administration and advice surged to $46.4 billion in 2006, according to a recent quarterly announcement....
Financial planning
CPA Australia has welcomed the Government’s proposals to reduce costs for investors seeking financial advice, but believes it still has not gone far enough....
Financial planning
Funds under advice in Count Financial’s recommended platforms grew by $1.45 billion to $6.23 billion in the 12 months to December 31, last year, a 30 per cent increase on...
Financial planning
The Australian Securities and Investments Commission has banned a former Queensland adviser from providing financial services for one year....
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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...