FINANCIAL PLANNING

Financial planning

The Financial Planning Standards Board's (FPSB's) goal is to promote higher standards so financial planning is recognised as a distinct profession similar to accounting, ...

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Editorial

Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike....

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Financial planning

Count Financial may have purchased a 5 per cent stake in DKN Financial Group, but that has not stopped DKN scoping out its own acquisition opportunities....

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Financial planning

Fiducian reports a stronger half on the back of improving conditions through the back-end of 2009....

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Financial planning

The FPA is calling for nominations for its 2010 Fellow Awards, which recognise outstanding commitment to the industry....

Financial planning

With the global financial crisis driving smaller lenders and mortgage brokers out of the market, Chris Kennedy finds the mortgage market is headed for a transitional year...

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Financial planning

Centric chairman Philip Kelly spoke with Lucinda Beaman about the financial services industry and his plans for 2010....

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Financial planning

The chief executive of the Financial Planning Association, Jo-Anne Bloch, has resigned, with the smart money on her filling a long-standing vacancy at Mercer....

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Financial planning

The ACCC will release its findings on AMP’s now defunct bid for AXA AP today. The report is expected to give an indication of the areas of concern that may affect the NAB...

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Financial planning

The Industry Super Network has commissioned another poll that backs its claims on the need for planners to be legally required to act only in the best interests of their ...

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Financial planning

Does the drop in Australia’s unemployment rate translate into more opportunities in the financial services sector, and is the war for talent about to recommence from wher...

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Editorial

With the war for talent in the financial services sector set to resume in the wake of the global financial crisis, some are arguing that the only way to develop the indus...

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Financial planning

A poll conducted by Money Management has revealed strong support for stricter penalties being imposed against recalcitrant advisers....

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Financial planning

Mortgage brokers have been going through an evolutionary period since the new National Credit Protection Legislation came into effect on January 1, and the challenges the...

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Editorial

Large institutions view the global financial crisis-inspired period of regulatory review and change as a chance to buy distribution and platforms cheaply and to position ...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 4 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months 1 week ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

3 weeks ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

2 weeks ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week 5 days ago