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FINANCIAL ADVICE
Financial planning
Many financial planners are still unaware they could face hefty fines or even jail terms for not providing ‘wholistic, appropriate or reasonable’ advice to their clients ...
Financial planning
Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...
Financial planning
Corporate superannuation fund Telstra Super has set up an in-house financial planning arm for its member base....
Financial planning
The movement by real estate group Raine and Horne into financial planning is the most recent case of a non-traditional financial planning business seeking to establish an...
Financial planning
Legal practitioners specialising in family law could be forced to include trained financial planners into their practices by the end of this year following amendments to ...
Financial planning
The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...
Financial planning
The Financial Planning Association (FPA) has failed in its attempt to include the term ‘financial planner’ in the list of restricted words and expressions in the Financia...
Financial planning
Over the last few years I’ve noticed that industry commentators are focussing on the issue of so called “independence” of advice and then drawing the conclusion that this...
Financial planning
Financial planning group RetireInvest has indicated that this year it will embark on an ambitious growth program to increase it planner numbers from 267 to 310 as well as...
Financial planning
Asking someone who to name a person they consider to be an influential person is not easy, but when the question is narrowed and the aim is to pick the most influential p...
Financial planning
Westpac will trial an account aggregation service for its banking clients as part of a larger strategy to provide financial services online....
Financial planning
Coming to grips with the Financial Services Reform (FSR) Act is crucial for those providing education within financial services according to Australian Securities and Inv...
Financial planning
A select group of union approved financial advisers and dealer groups are set to become the unlikely beneficiaries from the much publicised collapse of Ansett....
Financial planning
The biggest financial services stories from around the world...
Financial planning
Wealth seminar operators are threatening the advice given by financial planners and making it difficult to provide advice in the future, Ipac director and financial plann...
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MARKET INSIGHTS
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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 ...