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Financial planning
AXA chief executive officer Les Owen says that despite all the recent bad news the outlook for the Australian wealth management market looks good....
Financial planning
Tom Collins argues that contrary to what the regulators and lawmakers are saying about cleaning up the financial services industry, the solution will be found in redefini...
Financial planning
The Assure master trust is set to close after AXA announced it will consolidate all of its platforms into Summit as part of its single-platform strategy....
Financial planning
The current environment does not encourage advisers to charge fees for service, argues PETER BOBBIN. But all that might change if the law was amended to allow clients to ...
Financial planning
Six dealer groups have signed up for the PremiumChoice Portfolio Services platform in its first two months of operation, says chief executive Richard Carter....
Financial planning
Will risk profiling stand up in the face of a liability claim? ROBERT KEAVNEY explores the strengths and weaknesses of risk profiling in an increasingly litigious busines...
Financial planning
Many financial planners are still unaware they could face hefty fines or even jail terms for not providing ‘wholistic, appropriate or reasonable’ advice to their clients ...
Financial planning
BT Funds Management’s wrap service has this week passed the $6 billion mark for funds under advice after a period of unprecedented growth....
Financial planning
The Australian Securities and Investments Commission (ASIC) and the Australian Consumers' Association (ACA) will engage in a survey of the financial planning industry des...
People & Products
Garrisons financial planning group is the third major advisory group to sign up to deliver InvestorWeb’s VisiPlan software....
Superannuation
Retirement income products will dominate inflows in 2010, doubling the money pouring into superannuatiuon and unit trusts....
Financial planning
The Financial Services Reform Bill currently before parliament sets out to provide a consistent and comprehensive regulatory framework for our industry. Tom Collins recko...
Financial planning
In my last article I discussed the role of the financial planner and how the Financial Services Reform Bill (FSRB) does not equate advice with financial planning....
Financial planning
The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....
Financial planning
The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....
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Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...