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Financial planning
A client’s divorce can be a financial planning opportunity, as long as you can avoid the minefields. Liam Egan reports...
Top 100
This marks the seventh year Money Management has produced the Top 100 Dealer Groups Survey and it remains the most extensive report of its type in the industry. The surve...
Financial planning
Can financial advisers give specific taxation advice? Are they authorised to discuss tax matters with clients at all? Even armed with a new tax ruling that appears to fav...
Financial planning
Professional indemnity insurance premiums for financial planners decreased by around 12.5 per cent in 2004 and are set to remain reasonably stable despite the impending i...
Financial planning
Financial Planners today are happier with the level of service provided by their dealership. More specifically, they are happier with the amount of professional indemnity...
Financial planning
Professional indemnity (PI) costs for some financial planners could plummet by as much as 25 per cent after the QBE insurance group announced significant cuts to its rate...
Financial planning
Inadequate professional indemnity (PI) insurance is proving a major compliance hurdle for financial planning dealer groups, the Australian Securities and Investments Comm...
Financial planning
An industry scheme to provide planners with professional indemnity cover is close to being set up, but could be scuttled at the eleventh hour because of a reluctance by d...
Financial planning
Promina-owned dealer groups Cameron Walshe and Guardian Financial Planning are bracing themselves for possible adviser departures after the introduction of a new terms of...
Financial planning
Count Financial has cancelled its share buyback scheme and will move to self insure for its professional indemnity (PI) liabilities after claiming the costs of insurance ...
Financial planning
Queensland financial planning firms Gunther Doyle Griffin, Swan Financial Group and Brisbane-based Associated Planners have merged to create a new group, 4people....
Financial planning
Count Financial has been forced to make a provision of $400,000 for the half-year to December 31 2003 due to a risk of claims against it for the alleged poor advice given...
Financial planning
It is not every financial planner who can count a meeting with the Prime Minister as a career highlight....
Financial planning
The Financial Planning Association (FPA) has moved a step closer to setting up its own in-house professional indemnity (PI) insurance solution for members, calling on a r...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...