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Financial planning
Steve Newnham has been bumped up from the position of head of distribution investment and life business to group head of sales at Zurich....
Financial planning
Clients are engaging in a courting process when seeking a financial adviser that mirrors dating and are essentially after a long term relationship similar to marriage, ac...
Financial planning
Tasmanian based financial adviser Robin Yates has been elected the new president of the Association of Financial Advisers (AFA)....
Financial planning
Credit Suisse Asset Management has today announced a series of aggressive measure designed to boost its stakes amongst financial planners in an otherwise mooted investmen...
Financial planning
By now most financial planners would have begun to send out the clients annual statements and some will be bracing for the phone calls questioning why there are negative ...
Financial planning
MELBOURNE-based Kevin Bailey has been rated Australia’s top financial adviser under a new system of ranking planners released by the Adviser Ratings group this week....
Financial planning
The current environment does not encourage advisers to charge fees for service, argues PETER BOBBIN. But all that might change if the law was amended to allow clients to ...
Financial planning
DAVE, 50, has been diagnosed with liver cancer and has been told he has only six months to live. He needs money for medical treatment and help around the house for his wi...
Financial planning
Most Australians are not ready for choice of superannuation fund despite the Government’s most recent attempt to put the policy firmly back on the agenda, a survey conduc...
Financial planning
SOME of Australia’s leading master trust and wrap researchers have given their qualified endorsement to Westpac’s acquisition of the BT Wrap as part of its buyout of the ...
Editorial
In a recent column, Robert Keavney reignited the risk profiling debate. LISA CHAMBERS argues that planners are legally obliged to understand their client’s risk tolerance...
Financial planning
Advisers are more optimistic than investors that the share market will improve in the next six months and are also likely to allocate twice as much to international equit...
Financial planning
A Tasmanian-based insurance agent and financial adviser has been remanded in custody after pleading guilty to 28 charges of fraud relating to more than $1.7 million in cl...
Financial planning
TECHNOLOGY firm Avanteos has enhanced its back-office wealth management software suite with a feature that helps financial planners generate personalised investment strat...
Financial planning
The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....
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Podcast
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....