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Financial planning
AXA has launched a scheme to buy clients from financial planners and pass them on to new planners using buyer of last resort principles....
Financial planning
The financial planning industry is struggling to rid itself of incompetent and outright fraudulent advisers due to dealer groups fearing defamation reprisals and a tarnis...
Financial planning
IWL has signed on AM Corp’s strategic business services national manager Paul Medcraft ahead of a planned roll out of an ‘end to end’ planning and technology platform....
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
BT Financial Group has struck a deal with six dealer groups renewing agreements to provide them with its wrap platform for five years....
Financial planning
The Financial Planning Association (FPA) has rolled out a series of business tools targetting specific areas including the terms of engagement between advisers and client...
Financial planning
Dealer group Premium Accounting has signed on with Adviser Resource Centre (ARC), growing the number of dealer groups signed to the service this year to 10....
Financial planning
ING is setting its sights on the independent third-party planning market, with plans to grow its business beyond its aligned dealer groups, through the launch of a back o...
Financial planning
Research house Standard and Poor’s (S&P) will not charge up front fees to funds management groups to be rated marking a departure from its globally used pricing system....
Financial planning
A growing number of financial planners are ordering dealer groups to sign restraint of trade agreements to protect their client bases and opting not to sign-up with group...
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
NSW-based financial planners will avoid the added burden of payroll tax due to an ‘imminent’ ruling by the NSW Office of State Revenue (OSR) that will recognise planners ...
Financial planning
Van Eyk Research and the original creators of Visplan have joined forces to build a rival financial planning software tool and are set to roll it out for use in the next ...
Financial planning
PremiumChoice platform is set to target Western and South Australia in a bid to expand the number of dealer groups using its services by 30 per cent over the next 12 mont...
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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....