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Financial planning
Challenger International has closed its new retail biotech fund oversubscribed with the fund exceeding the company’s target of $40 million....
Financial planning
Financial planners should offer clients a choice of service levels and charge ac-cordingly, says ThreeSixty national development manager David Fox....
Financial planning
Close to ten per cent of all small superannuation funds failed to make the choice to become either a Self-Managed Superannuation Fund (SMSF) or a Small APRA Fund (SAF) by...
Financial planning
The Tax Office is looking to target promoters of tax-effective schemes and include them in penalties if it thinks there is a definite case of tax avoidance....
Financial planning
The New Zealand financial planning annual get-together in Wellington late last month unlocked a number of themes and issues pertinent to the industry on both sides of the...
Financial planning
Alliances between banks and media or telecommunication companies will pose the biggest threats to financial planners over the next 12 to 18 months, according to InvestorW...
Financial planning
I was interested to read the article on a new system where financial planners pay to be star rated in a reference database for consumers (“Advisers to pay for star rating...
Financial planning
The banks are getting into financial planning in a big way – and the National Australia Bank is no exception. John Wilkinson reports on the growth of the National’s prem...
Financial planning
Only one in 50 financial planners does not use the Internet for their business, ac-cording to a recent survey....
Financial planning
Financial planners will need to change the way they offer advice on tax issues as they relate to investments....
Financial planning
Two financial planners have taken blue ribbons in the Telstra Business Woman’s Awards. ...
Financial planning
Are regulators and financial services associations on top of the issues surrounding gearing?...
Financial planning
A US association is planning another professional designation for financial planners but insists the new mark will not set out to compete with the Certified Financial Pla...
Financial planning
Are regulators and financial services associations on top of the issues surrounding gearing? That is the question consultant Paul Resnik is asking after analysing the res...
Financial planning
Media/telco alliances with banks will pose the biggest threats to financial planners over the next 12 to 18 months, according to InvestorWeb managing director Otto Butula...
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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...