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FINANCIAL PLANNING
Financial planning
Engaging with clients is one thing, but financial planners need to engage with and understand their referral partners if they want to grow their businesses....
Financial planning
Some financial services licensees claim parts of the regulatory guidance on scaled advice are still open to interpretation - which could potentially lead to liability iss...
Financial planning
As the Financial Planning Association (FPA) opens enrolments for its 2013 Certified Financial Planner (CFP) program, chief executive Mark Rantall says the year ahead look...
Editorial
The good news for accountants involved in the provision of financial advice is that the APESB started 2013 by extending the time-frames with respect to its APES 230 stand...
Financial planning
Every planner should be able to enunciate what they do and how they add value in a 15-minute spiel, says HLB Mann Judd business services partner Matthew Gardiner....
Financial planning
Demand for finance and accounting professionals in the financial services industry is expected to remain subdued over the first quarter of 2013, according to the 'Robert ...
Financial planning
The financial planning industry has welcomed ASIC's guidance on fee disclosure, though some argue it should have applied only to new clients....
Financial planning
The global number of Certified Financial Planners (CFPs) grew by more than 8000 over the past 12 months to end 2012 at 139,818, according to the Financial Planning Standa...
Editorial
Mike Taylor writes that FOFA is already beginning to change the shape and texture of the financial planning industry – something likely to be reflected in a rash of annou...
Financial planning
In order to meet clients’ changing demands, financial planners need to review their standard practices – especially with regards to return projections, writes Fiducian’s ...
Editorial
Some of the biggest companies in the world are based in emerging markets. Perhaps it is time to let go of old-fashioned views and seriously consider this sector, writes J...
Financial planning
The news that ANZ licensee RI Advice plans to voluntarily disclose commissions in its annual fee disclosure statements has put the spotlight on other dealer groups' plans...
Financial planning
Financial planners and accountants need to know how their clients’ relationship status is seen in the eyes of the law, according to lawyer Nabil Wahhab, or things like su...
Financial planning
Senior financial planners, paraplanners and relationship managers are in high demand as the new year begins - but employers are maintaining high standards in the selectio...
Financial planning
Matthew Esler has resigned as non-executive director of software provider Midwinter Financial Services after taking up a senior role with Ibbotson....
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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....