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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 ...
Financial planning
Proving that advice is given in the best interests of clients is more critical than ever if financial planners want to avoid a day in court, writes Paul Resnik....
Financial planning
The Association of Financial Advisers has a new president with Robin Yates this morning relinquishing the key role to former vice president Michael Murphy at the associat...
Financial planning
How do you charge fees to your clients – upfront or ongoing? The value of your practice could double depending on how you charge for your advice, writes John Ellison....
Financial planning
Advisers have been urged to stake a claim in the burgeoning $210 billion corporate superannuation market as the industry braces itself for the implementation of the choic...
Financial planning
Financial services software group FinaMetrica has launched what it claims is Australia’s first web-based risk tolerance assessment tool for consumers....
Financial planning
Tyndall Investment Management has appointed Penny Chin to the newly created position of credit and portfolio risk analyst within its fixed interest team....
Financial planning
AXA Asia Pacific has commissioned consultancy group Grant Samuel to conduct an independent valuation of its operations so that shareholders have a yardstick to compare it...
Financial planning
Madison Financial Group may be smaller in adviser numbers, but bigger is not always better as Ross Kelly discovers....
Financial planning
Mercer Wealth Solutions is continuing to steadily grow its professional ranks with the appointment of a head of business development for New South Wales and Queensland to...
Financial planning
The Australian Securities and Investments Commission has successfully taken claims to the Federal Court of Australia with the banning of a former Melbourne financial advi...
Financial planning
Mercer Investment Consulting head of research for retail products Chris Durack has been snared by Perpetual Investments to take on a new role covering research relationsh...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...