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Financial planning
The Financial Planning Association (FPA) is confident its membership is well-positioned to endure any future shadow shopping surveys due to marked improvements in industr...
Financial planning
Total Financial Solutions Australia (TFS) has concluded the takeover of a least half of the advisers working under the Silvalake Financial Services Group banner in time t...
Financial planning
Wollongong-based Total Financial Solutions Australia has picked up the advisers and client base of Brisbane-based Silvalake Financial Services after the latter was placed...
Financial planning
An “infiltration” of commissions into the corporate superannuation market is causing “wide-ranging and insidious side-effects” for consumers according to a statement by a...
Financial planning
“Smart” financial planners will have made New Year’s Resolutions to change the way they run their business to meet consumer and regulatory expectations, according to Pres...
Financial planning
The Australian Consumers’ Association (ACA) has hit out at the funds management and financial planning industry in Australia, stating it is “characterised by structural c...
Financial planning
New Zealand based financial services group Tower has announced a $NZ35.8 million writedown of its Australian financial planning business, Bridges Financial Services, to r...
Financial planning
The chair of the Parliamentary Joint Committee on Corporations and Financial Services, Senator Grant Chapman, has indicated it may re-examine the issue of risk product di...
Financial planning
There are many approaches to recruiting planners, but, as John Prowse writes, the most successful will focus on building professional careers....
Financial planning
A raft of high profile financial planners and industry figures have launched a scathing attack on the funds management industry for a list of deficiencies they say are a ...
Financial planning
The Federal Government has used the last sitting day of Parliament this year to introduce legislation backing the latest iteration of the Corporate Law Economic Reform Pr...
Financial planning
Does a three-month pick-up in the employment market signal a resurgence in employment opportunities in the financial services sector through 2004?...
Financial planning
The Financial Services Reform regime is creating demand for planners with a different skill set. Mike Taylor and Lucie Beaman report....
Accounting
The Institute of Chartered Accountants Australia (ICAA) has warned accountants moving into financial planning for the first time should not expect to achieve full profita...
Financial planning
A former director of a company associated with the failed Wattle Group was last week convicted in the Brisbane District Court on 12 charges of being knowingly concerned i...
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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...