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Financial planning
ING plans to reduce its shortage of young advisers with a development program starting next April in Sydney, Melbourne and Brisbane, which it hopes will attract 20 new fi...
Financial planning
Industry Funds Services Financial Planning acknowledges that it has conflicts of interest, but it doesn’t see them as a problem....
Financial planning
A week after it opened its first office in New South Wales, Capstone Financial Planning has consolidated its presence in Queensland with the opening of a new office in th...
Financial planning
Professional Investment Services has confirmed it is in negotiations to buy a US-based financial planning group, in a move that could result in Australia’s second largest...
Financial planning
Melbourne dealer group Lonsdale Financial Group has proved that Statements of Advice (SOA) do not need to be long and complex, reducing their disclosure documents to just...
Financial planning
The venture capital arm of Perth based dealer group Western Pacific has taken minority stakes in two boutique fund managers — MMC Asset Management and Select Asset Manage...
Financial planning
The new celebrity backed dealer group launched by Professional Investment Services has set itself the ambitious target of having $10 billion under advice within five to s...
Financial planning
Just weeks after it lost two of its key executives to rival Financial Wisdom, IOOF-owned dealer group Winchombe Carson has sought to bolster its executive team....
Policy & Regulation
Bridges Financial Services has won a resounding victory in its payroll tax dispute with the NSW Government, dodging a multi-million dollar tax bill in a decision that wil...
Financial planning
A 15 planner-strong dealer group specialising in advising school teachers is the next of a recent spate of advisory businesses to badge Aviva’s Navigator platform....
Financial planning
The introduction of the Financial Services Reform Act has had a major impact on practice profitability – especially for smaller businesses that do not have the scale to e...
Financial planning
Aviva Australia and listed financial services conglomerate, Wide Bay Australia, have collectively acquired a controlling stake in a boutique Queensland dealer group, Fina...
Financial planning
Macquarie Wealth Management has signed up the first six planners for its new affiliate dealer group, Lachlan Wealth Management, luring them away from Godfrey Pembroke....
Financial planning
The final hurdle confronting Aviva’s planned purchase of a 20 per cent stake in Professional Investment Services (PIS) has been cleared, with the UK insurance giant confi...
Financial planning
The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...
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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...