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FINANCIAL PLANNING GROUPS
Financial planning
Many investors will remain ignorant of the soft-dollar payments received by advisers under the new industry Code of Practice for their disclosure, according to the Austra...
Financial planning
The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...
Financial planning
Iris Financial Group has swelled its ranks with yet another breakaway member of the RetireInvest dealer group network, RetireInvest Hobart....
Financial planning
While it would seem the American financial consumer likes hands-on help, Australians may want some ’professional distance’, as Ray Griffin investigates....
Financial planning
Two of the country’s leading boutique financial planning groups, Centrestone Wealth Management and the Berkley Group, are set to merge....
Financial planning
Iris Financial Group has been confirmed as the new name for the breakaway dealer group of 22 RetireInvest planners from Victoria, as flagged by Money Management earlier t...
Financial planning
The financial planning arm of the HSBC bank has signed the Aviva-owned Navigator master trust as one of only three preferred platforms for its advisers....
Financial planning
Financial planning through banks has been regarded as unsophisticated, product-focused and entry level. But, as Jason Spits discovered, the banks are working hard to over...
Financial planning
The overwhelming majority of clients would drop a financial planning practice cold if their current adviser were to leave the group, prompting serious questions about the...
Financial planning
Sydney-based specialist investment firm Next Financial has hired two regional distribution executives to take the group’s Australian equity, debt and derivative offerings...
Financial planning
The Financial Planning Association (FPA) has been forced to defend itself against accusations that it will not be able to police its own self imposed get-tough codes on s...
Financial planning
The Australian Securities and Investments Commission has warned that it may ramp up its surveillance of financial planning groups to coincide with tough new regulations o...
Financial planning
A message to Robbie Bennetts from those who should know: be careful what you list for....
Financial planning
Financial planning groups have been warned to keep a close watch on their advisers and to take firm action against “bad apples”, or risk future litigation by disgruntled ...
Financial planning
Sydney-based specialist investment firm Next Financial has hired two regional distribution executives to take the group's Australian equity, debt and derivative offerings...
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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...