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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
Trends in the risk market are set to mirror recent developments in the platform market through the introduction of a wider range of simpler products over coming years to ...
Financial planning
Four institutions are now in the running to buy Professional Investment Services (PIS) after another industry heavy weight threw its hat into the ring last week as the ra...
Financial planning
The funds management industry grew by just under 15 per cent for the year ending September driven by strong investment markets and buoyed investor sentiment....
Financial planning
The financial planning practice of high profile adviser Dominic Alafaci has struck a joint venture deal with Ipac Securities, creating a new offshoot, Collins House Finan...
Financial planning
IOOF is refusing to rule out hitting the acquisition trail – given it is debt-free and has $70 million in the bank – but stresses it won’t be making any rash decisions an...
Financial planning
A double barrelled attack has been unleashed by the Financial Planning Association and Investment and Financial Services Association enforcing tough new guidelines on pay...
Financial planning
The financial planning job market has moved on from its compliance myopia. Ross Kelly has the low down on the skills that will get you that dream job....
Financial planning
Financial planners are expected to get the first glimpse at the latest get tough approach to policing the profession this week, with the Financial Planning Association (F...
Financial planning
DKN Financial Group has linked up with BT Financial Group to offer a new investment platform to its network of advisers....
Financial planning
Capstone Financial Planning has continued its push to establish a national financial planning presence with the opening of a Brisbane office....
Financial planning
ING has reduced its fees and added more investment options to its retail master trust, OneAnswer, in a move suggesting heightened competition in the platform space is for...
Financial planning
The new generation of low cost master trust and wrap platforms are continuing to cannibalise fund inflows from both direct retail funds and older more established platfor...
Financial planning
Fiducian Portfolio Services has embarked on an aggressive financial planner and dealer group acquisition policy, after posting a return to profitability in 2003/04....
Financial planning
The number of financial planners prepared to use three or more master trust or wrap platforms has more than doubled over the last year - and it could be a newer class of ...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...