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Financial planning

New global infrastructure fund launched for retail and institutional investors....

Financial planning

A trend away from the low-cost dealer group model has emerged among financial planners, according to Radar Results....

Accounting

The advent of industry-wide fee-for-service could see many more accountants expand into financial planning, with the potential for accountants to promote themselves as lo...

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Financial planning

South Australia dealer group Financial Planning & Life has gone into voluntary liquidation, partly as a result of a fraud perpetrated by one of its authorised representat...

Financial planning

Some banks that provide loans to financial planning businesses are beginning to question the value of financial advice firms that drive business off superannuation invest...

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People & Products

AMP Financial Services director appointed chair of Future2 Foundation....

Financial planning

ASIC pursues action against Pacific Blue Securities and obtains freezing orders....

Financial planning

JOHN PERRI outlines the changes to social security that will take effect from September 20 this year....

Editorial

Amid the push to boost education standards in the financial planning industry, experience will still be central to protecting the interests of clients....

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Editorial

ASIC’s class order that created the Statement of Additional Advice (SoAA) is history. And good riddance, says Brett Walker. ...

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Financial planning

A financial planner intends to use websites to attract Generation Y clients to his Melbourne-based practice....

Financial planning

Using different managers to manage separately managed account model portfolios is resulting in some "nonsensical" investment transactions, according to Peter McVeigh, dir...

Life/Risk

Former sole director and principal of Brendan Manion Specialist Insurance Intermediary found guilty of dishonestly failing to disclose broker fees on invoices issued for ...

Financial planning

Planners need to think of the market cycle when considering risk....

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Financial planning

Zenith services a valuable addition to Planwealth's research division....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 1 day ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

2 weeks 6 days ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 2 days ago