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FINANCIAL PLANNING
Funds management
Macquarie Equities has taken top honours in the 2009 Money Management/CoreData Dealer Group of the Year awards, while Commonwealth Financial Planning has been named the l...
Financial planning
While major banks are driving recruitment of senior planners in the current environment, boutiques still feeling the freeze....
Financial planning
The FPA chief executive and chair have written to the parliamentarians reviewing financial services urging a restoration of confidence in planning....
Financial planning
A Sydney financial planner who has worked with former clients of Storm Financial in recent months has pointed to an aggressive sales culture within the failed group, incl...
Financial planning
The degree to which superannuation funds comply with the regulatory constraints surrounding the new intra-fund advice regime will rely on how closely they are watched by ...
Financial planning
The global financial crisis has slowed the flow of candidates for entry-level financial planning qualifications but, as AMAL AWAD reports, the education providers remain ...
Financial planning
It is time to start putting Australia’s financial planning education regime into perspective so that new objectives can be pursued, writes RICK DI CRISTOFORO....
Financial planning
Small financial planning practices are struggling with the complex requirements and costs of running their businesses....
Financial planning
Estate planning may not be the exclusive domain of the financial planner, but there are tremendous opportunities for them to play a leadership role. CORRINA JACK reports....
Financial planning
The Financial Planning Association (FPA) is calling for tighter regulation of the use of the term 'financial planner' to distinguish it from the term 'financial product a...
Superannuation
Some financial planning practices looking for acquisitions are beginning to question the value of purchasing a practice with a retired client base....
Financial planning
Guardian Financial Planning head Steve Browning claims intra-fund advice should be termed 'informed guidance' rather than 'advice'....
Financial planning
A dependence on complex financial planning software is seeing practices outlay significant sums on the recruitment of younger, tech-savvy support staff rather than experi...
Financial planning
The Federal Government's move to allow superannuation funds to provide advice to members has served to unite the financial planning industry in voicing its opposition....
Financial planning
Financial planning businesses have traditionally been valued on a multiple of annual recurring revenue, including trail commissions on investments, which clients have his...
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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...