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FINANCIAL ADVISERS
Financial planning
Things are looking up for financial advisers, with fewer reporting difficulties finding new clients, less fee pressure than expected being experienced in the wake of incr...
Financial planning
This year, the Australian Securities and Investments Commission (ASIC) has left little room for doubt on just how serious it is about implementing and enforcing financial...
Financial planning
Australian consumers’ increasing appetite for debt has prompted investment banking giant Macquarie Bank to release a booklet to help financial planners enable their clien...
Financial planning
Expect fire and brimstone and all manner of damnation when the financial planning industry’s new code of conduct on soft dollar payment goes live on 1 January....
Financial planning
The FPA has announced it will hold its own investigation into the conduct of Tasmanian adviser Brendan Moore....
Financial planning
Financial planners are losing a significant portion of their business to technology as the use of online stock brokers skyrockets....
Financial planning
The Australian Securities and Investments Commission (ASIC) was prompted to create an example statement of advice (SOA) in response to the Federal Government paper Refine...
Financial planning
In the first six months of 2005 there has been a 6 per cent increase in the number of financial planners in the industry, according to a new study....
Financial planning
The Ethical Investment Association has launched a certification program for providers of SRI products and services, which it hopes will promote consistency and make it ea...
Financial planning
Melbourne dealer group Lonsdale Financial Group has proved that Statements of Advice (SOA) do not need to be long and complex, reducing their disclosure documents to just...
Financial planning
Residents of north Queensland have been warned they need to be more vigilant against investment scamsters, following a spate of incidents involving millions of dollars of...
Financial planning
A bumper month in June which saw Macquarie Wrap Solutions grow by $500 million has pushed the platform’s total funds under advice over the milestone figure of $15 billion...
Financial planning
Almost 500,000 or 8 per cent of those Australians eligible to determine their own super fund under impending choice of fund legislation will opt to do so according to new...
Financial planning
Industry superannuation funds cannot boast a consistent fee advantage over all retail master trusts and, where multi-manager platforms are concerned, may be more expensiv...
Financial planning
Former Tower national sales manager Norman Howe and Mortgage Choice franchisee Mathew Holland have established a new financial planning and mortgage broking group, Advise...
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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 ...