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Financial planning
Financial planners should not fear e-commerce, but use the opportu-nity to concentrate on their core business of advising, according to BT executive vice president Terry ...
Financial planning
Microsoft's assault on financial services distribution has continued with the signing of agreements with some of the biggest players in the US market....
Financial planning
A new intermediary distribution channel appears to be opening up with the announcement by Amway that it is to distribute life insurance through its sales network....
Financial planning
The Association of Financial Advisers (AFA) has axed plans to merge with the Financial Planning Association (FPA), citing irreconcilable differences in membership bases....
Financial planning
Australians are only slightly more likely to seek the services of a financial planner when looking for financial guidance than an accountant, family member or bank manage...
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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....