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FINANCIAL SERVICES INDUSTRY
Financial planning
The board of the Financial Planning Association is considering raising the minimum education standard for advisers to a tertiary level. ...
Financial planning
The chairman of the parliamentary inquiry into the financial services industry believes that while the payment links between product providers, advisers and clients are ‘...
Life/Risk
Macquarie Private Wealth has appointed Patrick Dieter to the role of head of national wealth protection in a newly created role....
Financial planning
Long-serving Count Financial chief executive Marianne Perkovic has announced she will leave the group....
Financial planning
Dealer groups are preparing for changes in the financial services industry by looking to platform and fund ownership as a way to take planner and licensee remuneration in...
Financial planning
The Australian Bankers Association has called for greater clarity on what represents advice with respect to superannuation....
Editorial
Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....
Financial planning
FPA Board endorses commissions shift....
Financial planning
As a result of the ongoing Government inquiries into the financial services industry, advisers will need to offer clients the "best products" - not just those pushed in-h...
Financial planning
Boutiques warned to appropriately differentiate themselves or risk a damaging homogenisation of the financial services industry....
Editorial
Despite a turbulent year for the financial services industry and the company itself, van Eyk Research has substantially improved its bottom line, while maintaining key bu...
Financial planning
Count believes its accountancy background will represent an advantage in any new remuneration environment....
Financial planning
The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial S...
Financial planning
Having moved substantially out of the funds management arena, MMC Contrarian has targeted financial planning as its growth driver....
Editorial
The recent global financial crisis has thrown a great deal of attention back on the issue of risk management for businesses big and small. One of the key questions being ...
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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...