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FINANCIAL PLANNING
Financial planning
Equity markets are firing, clients are safe in the knowledge that the financial services industry is now governed by one of the world’s most rigorous consumer protection ...
Rate the raters
Damian Franco knows a fair bit about risk rating research. When he was state manager at Guardian Financial Planning a few years ago, he was given the onerous duty of sort...
Financial planning
Product pushing is a bummer. Disclosure is all good. Financial Services Reform (FSR) is a positive. Becoming a certified financial planner is a must. Fee-for-service is c...
Financial planning
Describing another week in her practice, Jennifer Moss says recent rule changes to retirement savings are causing people to lose faith in the super system....
Financial planning
Straight-talking Sharyn Besch is more pragmatic than her peers when it comes to the big issues in the profession she’s always wanted to get into....
Financial planning
Jonathan Bonnett didn’t deliberately set out to write a book on financial planning to generate leads, but he always hoped a little business would come his way....
Financial planning
For Danial White, a fee-for-service future will become a more viable and sustainable business model to work with....
Financial planning
The youth of today are just too lazy and apathetic to think about going to a financial planner, right?...
Financial planning
Investors are less interested in the fees-versus-commissions debate and much more interested in finding an adviser they can depend on, writes Craig Dunn....
Financial planning
If you think this Federal election is a fizzer, then consider this: if the Labor party manages to unseat the Government in less than two weeks time, you will no longer be...
Superannuation
So you think there is nothing to vote for at the upcoming federal election? If you are a financial planner, think again, writes Rebecca Evans....
Financial planning
Financial planning groups have been warned to keep a close watch on their advisers and to take firm action against “bad apples”, or risk future litigation by disgruntled ...
Financial planning
Advisers could have to meet a new set of guidelines for ethical behaviour and experience if a world standard for financial planning is adopted in Australia....
Financial planning
The Financial Planning Association will continue to lobby the Coalition Government following John Howard’s landslide victory in Saturday’s federal election, with the aim ...
Financial planning
The Financial Planning Association will review the role and tasks under taken by financial planners on an ongoing basis as part of a strategy to ensure its continuing adv...
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Podcast
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...