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FINANCIAL PLANNING
Financial planning
The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....
Financial planning
Mortgage Choice Financial Planning is trialing a new charging model for its financial planning services, which will involve clients being presented with a pricing menu....
Editorial
Few people in the financial planning industry will have failed to notice, via draft legislation released by the Treasury, that the Federal Government has delivered what w...
Financial planning
The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....
Financial planning
Two bodies will soon regulate financial planners - a serious concern to the FPA....
Financial planning
The Financial Planning Association has launched an advertising campaign to remind planners that, from 1 July 2013, new members will have to hold an approved degree if the...
Financial planning
Money Management has announced the BDM of the Year award finalists and is calling upon financial planners to vote for the winner....
Financial planning
The FPA hopes the Government will introduce legislation to the Parliament this week enshrining the term ‘financial planner/adviser’....
Financial planning
The average retention payment agreed to by parties in financial planning practice transactions has crept up to to 26 per cent over the last year, according to NAB head of...
Financial planning
Storm investors who will receive the $82.5 million settlement from Macquarie Bank will have to acknowledge that the bank did nothing wrong....
Financial planning
Griffith University has secured accreditation from the Financial Planning Education Council (FPEC) for its financial planning program....
Financial planning
New research reveals high degree of indecision on codes of conduct and opt-in....
Funds management
New Deloitte research reveals global concern about affording a comfortable retirement....
Superannuation
Super funds which provide advice around tax want exemption from requirement to register as tax agents....
Editorial
The last year has not been kind to the Australian margin lending market, with further declines in the number of active investors. But a potential rally in the equities ma...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....