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Financial planning
The process involved in obtaining an Australian Financial Services (AFS) licence may be arduous and time-consuming but at least it’s relatively straight-forward. What is ...
Financial planning
The Financial Planning Association’s (FPA) attempt to set up its own in house professional indemnity (PI) insurance scheme for members has suffered a setback as a result ...
Funds management
Big names may own most of the distribution in Australia – but, as Julie Bennett writes, boutiques hold the next significant space....
Financial planning
The Financial Planning Association (FPA) is preparing to sign off on its own solution to provide professional indemnity (PI) insurance cover to its members....
Financial planning
The Financial Planning Association (FPA) will consider backing a proposal to set up a national scheme, possibly funded by an industry levy, to compensate investors for lo...
Financial planning
The Financial Planning Association (FPA) could have its own in-house professional indemnity (PI) solution for members within a month, if the association approves a propos...
Financial planning
If you need proof the last year was dominated by regulatory and industry issues, look no further than Joe Nowak....
Financial planning
CHIEF executive officer of the Financial Planning Association (FPA), Ken Breakspear, has twice won a place on Money Management’s list of Most Influential people....
Financial planning
Leading agribusiness group Great Southern Plantations has taken out a special professional indemnity (PI) insurance policy to cover financial planners wanting to recommen...
Life/Risk
The Federal Government will be pushing to include professional indemnity cover in any legislation the states make on public liability insurance....
Funds management
With an influx of new players into financial planning, NICK BRUINING reckons its time to check the definitions of some well-known industry terms, just to put the newcomer...
Financial planning
The Count Financial group will push into a range of new businesses, including a burgeoning commercial loan operation, after reporting a 17 per cent jump in its full year ...
Financial planning
Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...
Life/Risk
An insurance group that has agreed to establish a facility to provide professional indemnity insurance for members of the Association of Financial Advisers (AFA) will tur...
Financial planning
Count Financial has recorded an after-tax profit of $4.72 million for the end of the 2002 financial year, which is an increase of 17 per cent above their profits for the ...
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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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...