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Financial planning
With all the changes the Financial Services Reform Act (FSRA) has brought, what do you need in terms of education to become a financial planner? Julie Bennett reports....
Financial planning
The BT Financial Group has struck a deal with six dealer groups renewing agreements to provide them with its wrap platform for a period of five years....
Financial planning
In the current financial planning industry, Paul Resnik argues that everyone is unhappy. But don’t worry – he has some solutions....
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
The CARM group has struck a deal to integrate its goals-based financial planning software with hub provider InvestmentLink’s e-Portfolio service to provide a new complian...
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
Blind client trust and internal procedural failings within financial planning firms are the two over-riding factors allowing fraud to go unchecked, an anticipated report ...
People & Products
AMP has reaffirmed its strategy to expand its presence in the non-aligned adviser market with the appointment of former Perpetual Investments executive, Andrew Keay, into...
Financial planning
While some advisers only use external paraplanning services when they are starting up their businesses, many practices are realising the benefits of making this temporary...
Financial planning
Strong and ongoing relationships between accountants and financial planners sounds like the stuff of fiction but some success stories can be found....
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
Fraud in financial services will come under close scrutiny next month when a hard hitting and potentially industry damaging report on the issue is released....
Financial planning
Financial planners have generally steered away from partnering with mortgage brokers, but it may be time to reconsider. Mike Taylor reports....
Financial planning
Cost efficiency, expertise and closer focus on the provision of financial advice are the key drivers behind businesses choosing to outsource their back-office functions t...
Financial planning
Adviser Ratings, the group set up by David Child to rate financial planners, has dropped its upfront fee for an assessment....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....