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Financial planning
Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...
Financial planning
Administration platforms such as master trusts and wraps do not provide benefits to clients and, in some cases, hide the inefficiencies of the financial planning industry...
Financial planning
Thirty per cent of advisers use a combination of master trusts and retail funds when investing the superannuation savings of their clients, while 21 per cent only recomme...
Financial planning
A director of a taxation business in Melbourne has undertaken not to act as a representative of a securities dealer or investment adviser or hold a proper authority from ...
Financial planning
It’s never too late when it comes to succession management. As FIONA MOORE reports, planners are advised to put a strategy in place at least 10-15 years before they plan ...
Funds management
A new disclosure code to be introduced in the UK will revolutionise the level of transparency over the fees UK fund managers charge their pension fund clients....
Financial planning
Australia’s largest dealer group is preparing to link practice management directly to financial rewards. GEORGE LIONDIS reports on what could be a revolution in adviser r...
Financial planning
Financial planning industries around the world are facing unique challenges. KATE KACHOR reports on how the Japanese, US and UK financial planning industries are respondi...
Financial planning
Regulation of financial planning industries around the world is getting tougher, a reaction to both past mistakes and the opportunity to lift standards in the future. FIO...
Financial planning
Investors continue to be sceptical about the quality of financial planning advice and that vested interests are being promoted by the advisory market ahead of the needs o...
Financial planning
Stockbroking firm Hartley Poynton has been ordered by the Victorian Supreme Court to pay $1 million in damages to a Perth taxi-driver who fought the stockbroker over the ...
Financial planning
The agribusiness industry has some serious hurdles to overcome if it is to become part of the mainstream of investments recommended by financial advisers in Australia....
Financial planning
The agribusiness industry will continue to show all the hallmarks of an immature branch of the investment industry unless it aligns itself with Australian equities rather...
Financial planning
Melbourne-based dealer group Glenhurst Corporation is expected to sign a joint venture with a significant accounting firm in the next few days as part of its expansion dr...
Financial planning
After a turbulent period battling the Australian Taxation Office, agribusiness investments are settling down for the long haul. JOHN WILKINSON discovers there are still s...
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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...