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FINANCIAL PLANNING GROUPS
Financial planning
Loyalty is fast disappearing as advisers shop around for the best deals from fund managers and dealer groups. George Liondis reports....
Financial planning
A serious rift is developing between consumers and the financial planning industry over the release of a damning report criticising the quality of financial planning advi...
Funds management
When is a master trust not a master trust? When it behaves like a fund manager. Peter Worcester reports....
Financial planning
In the fervour surrounding the pursuit of the high-net-worth investor, have the clients who provide much of the industry with their bread and butter been forgotten? BEN A...
Financial planning
Forget PS 146, it could be PS 164 that will be the big compliance hurdle for financial planning businesses in 2003....
Financial planning
Absolute Capital has launched three of its retail funds into the New Zealand market with plans to launch a wholesale product in February next year....
Financial planning
The Australian Securities and Investments Commission (ASIC) has add further conditions to the dealer’s licences held by two financial planning groups....
Financial planning
Godfrey Pembroke Limited will have a new managing director for the new year, with National’s wealth management division appointing Mark Rantall to the vacant position....
Financial planning
With the benefit of 20/20 hindsight, Westpac’s buy-out of BT Funds Management would have been handled differently, according to Westpac’s group executive of wealth manage...
Financial planning
Industry super funds and financial planners are not supposed to mix. But that could change if Frances Magill, the chief executive of the South Australian based Statewide ...
Financial planning
Dealer group conferences are still as popular as ever but as BEN ABBOTT reports, advisers are not being asked to bring their passport, as local destinations gain in popul...
Financial planning
Indy Singh has built a business based on vision and a fax. BARBARA MESSER spoke with him about his vision and the contents of the fax....
Financial planning
At what point should a financial planning business consider outsourcing back-office functions and when is the right time to do it? FIONA MOORE reports on the telltale sig...
Financial planning
AMP has added to the number of groups offering back-office solutions to financial planners with the launch of a dealer group backoffice support service....
Financial planning
The drought on the risk master trust front has been broken by the news that Professional Investment Services will launch a risk master trust product. FIONA MOORE reports ...
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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...