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Financial planning
To fulfil its educational responsibilities in the lead up to super choice, the Federal Government has made a booklet available to guide consumers in straight forward lang...
Financial planning
Virgin Super will reveal no more details of its pricing or product range until the Richard Branson-owned venture launches, at the same time as choice-of-fund laws come in...
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
The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...
Financial planning
The success of a dealer group is often measured by adviser numbers. However, examining the assets of the dealer group – that is, the funds under advice and the productivi...
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...
Financial planning
A former South Australian financial adviser who converted the proceeds of client cheques for his own use has been found guilty of fraud in the District Court of Adelaide....
Financial planning
A former Sydney financial adviser who stole $1.7 million from clients will spend up to eight years in jail....
Editorial
Financial planners are afraid of the investment properties owned by their clients, claims Ark Group chief executive Maurice Goldberg....
Financial planning
Macquarie Bank has signed letters of intent with two Australian boutique fund mangers as part of a series of exclusive distribution deals that will trigger the release a ...
Financial planning
State Winners of BDM of the Year 2005...
Financial planning
A former Sydney-based financial adviser has pleaded guilty to 15 counts of fraudulently misappropriating client funds for his own personal use after an ongoing investigat...
Financial planning
Divorce can be emotionally and financially draining. Death is permanent. When the two mix, it can be explosive, especially for the professional adviser who does not act w...
Financial planning
Don’t jettison the basics when you prepare Statements of Advice, writes Lisa Chambers....
Financial planning
Telstra-owned software company the KAZ Group has teamed up with investor education provider Money Solutions to launch a joint venture in the form of a subscription-based ...
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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 ...