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FINANCIAL PLANNING
Financial planning
Advisers who are concerned about potential conflicts of interests in their businesses will have access to a new resource, thanks to the launch of a new course by a financ...
Financial planning
Competition for a limited number of spots on the Financial Planning Association (FPA) board is expected to be fierce, with 15 candidates confirming last week they will ru...
Financial planning
Financial planning dealer groups have hit out at plans by the Australian Taxation Office (ATO) to target a new public register of soft dollar commission payments....
Financial planning
The overwhelming majority of clients would drop a financial planning practice cold if their current adviser were to leave the group, prompting serious questions about the...
Financial planning
Financial planning through banks has been regarded as unsophisticated, product-focused and entry level. But, as Jason Spits discovered, the banks are working hard to over...
Financial planning
Without a doubt, the introduction of the Financial Services Reform Act (FSRA) on March 11 was a watershed for the industry....
Financial planning
The Financial Planning Association (FPA) has released a practical guide on constructing Statements of Advice (SOAs) to its members in a bid to minimise the administrative...
Financial planning
IOOF has made an aggressive bid for a share of the administration market, renaming its in-house back office subsidiary Australian Financial Planning Network as OutScope a...
Financial planning
The Financial Planning Association (FPA) has been forced to defend itself against accusations that it will not be able to police its own self imposed get-tough codes on s...
Financial planning
The ‘product flog’ is hampering attempts at professionalism by financial planners. The big institutions need to ease the sales pressure on advisers, writes Ray Griffin....
Financial planning
Financial planners have taken a lot of criticism recently from some who say we are not moving quickly enough to embrace change....
Financial planning
Corporate cop, fraud detective, consumer advocate, journalist and even financial planner. In a rare and exclusive interview, Chris Cuffe talks to BRUCE MADDEN about the m...
Financial planning
It is not uncommon for country advisers to travel 600 kilometres to see a client. Julianne Dowling reports on financial planning on the land....
Financial planning
The Australian Securities and Investments Commission has warned that it may ramp up its surveillance of financial planning groups to coincide with tough new regulations o...
Financial planning
Australian Unity will accelerate its campaign to build its financial planning business in New South Wales after announcing merger plans with Grand United Friendly Society...
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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...