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Funds management
The 2006 Money Management Rating the Raters survey asked for feedback from fund managers about their experiences and dealings with the seven of the main researchers in th...
Financial planning
Financial planners who want to attract and retain Australia’s most affluent clients will have to develop their expertise in giving charitable advice, a new study has foun...
Financial planning
Katherine Cramsie has been named the winner of this year’s Paraplanner of the Year Award, following her win as state finalist for New South Wales....
Financial planning
Mariner Financial has moved to boost sales of its equity release product by entering a strategic deal with three dealer groups to offer the products to clients, and launc...
Financial planning
Ian Thorpe is the fastest 200m and 400m free-styler on earth, yet he relies on a coach to help him make world records. Like Thorpie, we may be a specialist in a particula...
Financial planning
The Senior Australian Equity Release Association of Lenders (SEQUAL) was formed early last year in order to set voluntary codes of conduct for its member organisations – ...
Financial planning
A financial adviser who deliberately concealed a criminal past from two prospective employers has been permanently banned from providing financial services....
Financial planning
ASIC has imposed a permanent ban on Perth-based financial adviser Paula Dollas-Ford after the regulator found she included client signatures on documents without authoris...
Financial planning
Haintz Financial Services managing director and senior financial adviser David Haintz is a good example of the power of persistence. Highly commended for the Financial Pl...
Financial planning
A former Queensland financial planner has been sentenced to four and a half years imprisonment after pleading guilty to six fraud charges brought by the Australian Securi...
Financial planning
Members of corporate superannuation fund Westscheme will soon have direct access to a scaled-down version of CARM’s GPS financial planning software, recently badged by AM...
Financial planning
Defining and managing what the client and the financial planner expect from their business relationship is a key element in providing a successful advisory service accord...
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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 ...