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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...
Financial planning
As consumer interest and demand for financial advice widens demographically the industry could move to a tiered advice structure, Fidelity Investments vice chairman Rober...
Financial planning
The Financial Planning Assocication (FPA) has called on the Federal Government to enshrine the terms “financial planner” and “financial adviser” in the Financial Services...
Superannuation
Research commissioned by Norwich Union Life has found members of the employed public are greatly in need of superannuation information, with more than eight in 10 saying ...
Accounting
Cutting joint venture deals with financial planners is the best option available for accountants wanting a slice of the action in the financial advice game...
Financial planning
The Financial Services Reform Bill currently before parliament sets out to provide a consistent and comprehensive regulatory framework for our industry. Tom Collins recko...
Superannuation
Almost one in two super funds are already offering their members financial planning services and about half of those who are not, are preparing to launch planning service...
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Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...