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Financial planning
Sydney-based financial planning group Morrison Carr will embark on an ambitious recruitment program by offering a flat dealer fee to advisers of $1,000 per month....
Financial planning
AMP affiliated financial advisers in New Zealand are thumbing their noses at a proposed support package by the company to help them through the de-merger process....
Financial planning
The Association of Financial Advisers (AFA) has reacted to industry criticism of the findings of the Joint Parliamentary Committee on Corporations and Financial Services ...
Editorial
Listed investments are readily accessible, well established and offer diversification, but they’re not yet in widespread use by planners....
Financial planning
The Joint Parliamentary Committee’s recommendations against disclosure of commissions by risk advisers have been branded a “disgrace” and condemned by virtually all sides...
Financial planning
The Joint Parliamentary Committee inquiry into commissions on risk products has veered away from recommending mandatory disclosure rules for risk advisers, warning that t...
Financial planning
The administrators of the failed Wattle Group have pleaded guilty to charges of being knowingly concerned in the promotion of prescribed interests in contravention of the...
Financial planning
Financial planners, clients and ASIC are focusing on how financial planners price their services. Which way is the best way to go? Robert Keavney reports....
Financial planning
Sealcorp-owned advisory groups Securitor and Pact will rebate 100 per cent of client fees paid by cheque to the groups back to advisers, creating a fee for service model ...
Financial planning
As disillusioned planners continue their exodus from bank owned groups, Bridges Financial Services is one group positioning itself to catch the fallout. Lucie Beaman repo...
Financial planning
Want to make more money in financial planning? Take the self-employed route. Lisa Bowman reports....
Financial planning
The consensus of thought on the current crisis of adviser credibility in financial planning seems to be “sit tight and ride out the storm”. But is it enough? Keith Peel r...
Financial planning
Financial planners should have to earn the right to the exclusive use of the term ‘financial planner’ according to shadow finance minister Senator Stephen Conroy....
Financial planning
The Australian Securities and Investments Commission (ASIC) has charged another executive in relation to the failed multi-level investment scheme, the Wattle Group, that ...
Financial planning
Shadow minister for retirement incomes and savings, Senator Nick Sherry, has pointed to figures released last week by the Australian Prudential Regulation Authority on su...
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Podcast
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...