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Financial planning
It has been an eventful year for Garrisons, with a change in the structure of the parent company being the most significant. John Wilkinson reports....
Financial planning
The Office of the Federal Privacy Commissioner (OFPC) has released guidelines on what happens to client data when financial advisers move to another dealer group....
Financial planning
Financial advisers should make at least two attempts to contact clients in order to ascertain their wishes in relation to personal information when transferring dealer gr...
Financial planning
Australian Financial Services licensees will be assisted in meeting the Financial Services Reform (FSR) Act PS 146 requirements following the creation of a new online ser...
Financial planning
They were household names in the late 80s and early 90s, but, as Freya Purnell reports, some of the biggest and best known dealer groups of the time simply are no more....
Financial planning
Former van Eyk Research associate director Rashmi Mehrotra has joined rival Mercer Investment Consulting to spearhead business development for the latter’s web site serv...
Financial planning
AXA is expected to receive a green light from the Federal Privacy Commissioner allowing it to honour the contractual agreements it has with its advisers, permitting them ...
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
Financial planners and dealer groups may be held liable for incidental advice or even casual comments after a recent decision by the Financial Industry Complaints Service...
Financial planning
Two former IWL staff, Laila Khodr, Jenny Lee-Koksal and one of the creators of Visiplan, Robert Green, have set up a new group aimed at helping advisers purchase and full...
Financial planning
AXA is to close its Altus dealer group as part of a rationalisation of financial planning brands....
People & Products
Australian Financial Services Limited (AFS) managing director Geoff Moore has resigned after eight years with the group....
Financial planning
The fastest growing dealers are at the big end of town, but so are those with falling numbers. As Ben Abbott discovered, scale does not guarantee success....
Financial planning
Mentor Australia Financial Planning will revamp its planner remuneration model as the group gets ready to expand its Sydney presence and make a number of acquisitions in ...
Financial planning
The Garrisons financial planning groups and the Synergy master trust businesses will be split and run separately as the result of ongoing restructuring occurring within t...
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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...