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Financial planning
The average Statement of Advice prepared by financial planners is full of jargon and unnecessary information, but lacking in key disclosure elements, an investigation by ...
Financial planning
Financial planning through banks has been regarded as unsophisticated, product-focused and entry level. But, as Jason Spits discovered, the banks are working hard to over...
Financial planning
Competition for a limited number of spots on the Financial Planning Association (FPA) board is expected to be fierce, with 15 candidates confirming last week they will ru...
Financial planning
The financial services industry has experienced increasing levels of regulation during the past few years, with one of the primary objectives being better protection for ...
Financial planning
Ten financial services professionals were jailed, 64 advisers were banned - 19 of them permanently - and 51 civil proceedings were taken against 118 people or companies, ...
Financial planning
Don’t jettison the basics when you prepare Statements of Advice, writes Lisa Chambers....
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
Count Financial Limited’s Barry Lambert has announced his retirement plans and will hang up the gloves as Count managing director sometime in 2006. Far from putting his f...
Accounting
Accountants are set to take the moral high ground over advisers on soft dollar remuneration after developing a new code of conduct that takes a much tougher stance than t...
Financial planning
The advisory offshoot of professional services giant KPMG has joined the Financial Planning Association as a principal member, an addition which chief executive Kerrie Ke...
Financial planning
Advisers selling Term Allocated Pensions (TAPs) have been warned they may be putting themselves in the firing line of future litigation because of the higher commissions ...
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
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 Association of Financial Advisers has hinted at a possible collective merger with other industry associations at its annual conference in Launceston, while also annou...
Financial planning
The Financial Planning Association and the Investment and Financial Services Association, have released a finance industry guide on rebates and related payments....
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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...