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FINANCIAL PLANNERS
Financial planning
Fidelity Investments has made further inroads into the provision of online financial ad-vice with the introduction of a series of services designed for financial advisers...
Financial planning
Strategic Investments Australia, the new holding group of the Strategic Super Master Plan, is performing due diligence on two small master trusts with a view to acquisiti...
Financial planning
Prominent industry figure Anthony Starkins dropped a bombshell on the financial planning industry earlier this month when he called on the Government to outlaw commission...
Financial planning
There are now more than 120 different master trusts on offer in Australia. Some think this number will grow, others say it will shrink to less than 10.<B> Simon Segal</B>...
Superannuation
The changing face of superannuation has opened new markets for planners to service. While small scale super has been an easy target, Chris Kelaher examines how planners c...
Financial planning
Improving the image of financial planners in the eyes of Australian consumers will be the cornerstone to Ken Breakspear’s strategy for the Financial Planning Association....
Financial planning
Strategic Investments Australia, the new holding group of the Strategic Super Master Plan, is performing due diligence on two small master trusts with a view to acquisiti...
Financial planning
Greg Kirk has taken over the helm at AMP Financial planning, following the promotion of incumbent Steve Helmich in August....
Financial planning
When the National bought MLC earlier this year, LendLease Financial Planning had to look for a new name – and fast. After some angst, the group took on the handle “Apoge...
Financial planning
Skandia doesn’t do manufacturing and it doesn’t do retailing. Stuart Engel discovers exactly what it is the Swedish based financial services giant intends to do in Austra...
Financial planning
Superannuation consultant Industry Funds Services (IFS) has bolstered its financial planning network with the addition of three planners....
Financial planning
Macquarie has embarked on a $5 million print advertising campaign aimed at dispelling perceptions that Macquarie is only aimed at the big end of town....
Funds management
Austgrowth Property Syndicates has stepped up its efforts to market property syndicates to financial planners....
Financial planning
It’s like a ticking time bomb sitting beneath the financial planning industry. Tax legislation aimed at snaring IT and construction contractors has unintentionally caught...
Financial planning
For obvious reasons, a great deal of emphasis is placed today on the need for sound planning and a disciplined commitment to achieve that mystical goal of financial indep...
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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...