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Financial planning
The merger between high-end financial planning groups Centrestone Wealth Management and the Berkley Group, initiated in April 2005 to maintain their independence, has cul...
Financial planning
Web Abstract long compulsory...
Financial planning
Abstract Long...
Financial planning
When Australian Private Capital’s principal decided a shake-up was in order, all the pieces of the puzzle had to fall into place. John Wilkinson reports....
Financial planning
With the FPA’s television commercials set to begin screening in two weeks, the association has gone into warm-up mode, with chief executive Kerrie Kelly today distributin...
Financial planning
Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...
Financial planning
What do the Australian Securities and Investments Commission (ASIC) and the Australian Consumers Association (ACA) really want from financial services? What can be left o...
Financial planning
The weight of industry opinion appears to fall on the side of a fee-for-service as a method of adviser remuneration under choice, although some suggest the case has not y...
Financial planning
The Australian Council of Trade Unions has moved to assist trade union members dealing with the new choice of superannuation fund environment by making available a list o...
Financial planning
Imagine what would happen if the government allowed major pharmaceutical companies to set up general practitioner practices and pay GPs trail commissions on they drugs th...
Life/Risk
AMP has extended its Flexible Lifetime range, introduced enhanced product features and updated commission options in the risk and insurance areas....
Superannuation
The platform market has neatly divided itself into two segments — with providers such as Asgard, BT and Navigator in one group, and the other made up of a variety of smal...
Financial planning
Can financial advisers give specific taxation advice? Are they authorised to discuss tax matters with clients at all? Even armed with a new tax ruling that appears to fav...
Financial planning
Publicly offered superannuation fund SunSuper is pushing its credentials on the eve of fund choice, boasting of a positive rating from a research house, and a series of c...
Financial planning
Queensland’s largest private sector superannuation fund, the $5 billion Sunsuper, has appointed listed financial services firm Snowball Group to provide education and fin...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...