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FINANCIAL PLANNERS
Financial planning
This is the second annual Money Management Agribusiness Survey and we believe is still the only widely published listing of projects that includes financial details....
Life/Risk
The chief executive of the Financial Planning Association (FPA), Ken Breakspear, flew to London last week in the hope of clinching a deal to set up the association’s own ...
Superannuation
A new industry body has been launched with the hope of raising industry standards amongst financial planners operating in the self managed super fund (SMSF) sector....
Financial planning
IOOF has been confirmed as the new owner of superannuation and investment specialist AM Corporation....
Financial planning
Sydney-based financial planning dealer group Madison Financial Group has signed on with industry research house Lonsdale Securities (Lonsec) giving the latter its second ...
Financial planning
Australia’s largest credit union, Credit Union Australia (CUA), has established its own dealer group, Mentor Australia Financial Planning....
Financial planning
Financial services education provider, IntegraTec, has released the latest in its series of financial planning training courses, calling for a greater concentration on co...
Financial planning
Financial planning and the financial services industry owe much to the risk side of the industry....
Financial planning
Robert Wagner is an American CFP with a vision. He foresees financial planning becoming the most important and professional industry in the world. Julie Bennett reports....
Financial planning
Finding success as a planner and having a life outside the office are not mutually exclusive, according to US-based planner Harry Kasanow. And, as Jason Spits writes, Kas...
Financial planning
While delegates to this year’s Financial Planning Association (FPA) annual convention might be expecting to put their feet up and relax, organisers have other ideas. Ben ...
Financial planning
The former managing director of Morningstar Australia, Graham Rich, has formed a new association for dealer group and master trust researchers....
Financial planning
Investors Mutual (IML) is moving from “strength to strength” according to the latest rating of the boutique fund manager by Assirt....
Financial planning
Financial planning practices have reached a stage that I would describe as mature. However, financial planning businesses are struggling to deal with an old business mode...
Financial planning
Banks, platform providers and technology providers are likely to be the groups to benefit from the roll-out of separately managed accounts (SMA) into the Australian marke...
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Podcast
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...