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STORM FINANCIAL
Financial planning
In recent years advisers have been encouraged to move to 'paperless offices' and platform providers have actively pushed dealer groups to store their client data on the s...
Financial planning
A decision by parliamentary joint committee on corporations and financial services chair Bernie Ripoll to probe the adequacy of the $20 million professional indemnity cov...
Financial planning
Margin lending can reap rewards for investors when times are good, but can prove disastrous in bear markets. LUCINDA BEAMAN finds out what makes up a successful margin le...
Editorial
Let’s get one thing absolutely clear: bear markets will keep happening, whether we like it or not. ...
Financial planning
Count chairman points the finger at Australia's financial services licensing system as the biggest impediment to a safe environment for investors....
Financial planning
Clients have been surprisingly forgiving towards their advisers on the recent non-performance of their investments, according to Townsends Business & Corporate Lawyers di...
Financial planning
Financial services lawyer Peter Bobbin has rejected calls for more regulation around the roles played by financial product salesman and financial advisers, saying a recen...
Financial planning
A Queensland-based financial planner has made a submission to the parliamentary inquiry into financial services and banking practices in which he calls for stricter defin...
Editorial
The Australian financial planning industry has a problem: levels of litigation relating to financial advice are rising and the reputation of the industry stands to be ser...
Financial planning
Storm Financial and its former offshoot, Victorian Families Retirement and Investment Group, will meet in court in Brisbane today in what is believed to be the formal end...
Financial planning
Margin calls have hit record highs in recent months and many investors are questioning whether the funds management companies offering the underlying investments were act...
Financial planning
Advisers should expect to see more regulation imposed upon the sector in future because of the financial crisis and also because of collapses such as Storm Financial, acc...
Financial planning
Investors into term deposits offered by institutions covered by the Government’s bank guarantee have been urged to remain alert, not alarmed, as the regulator moves...
Financial planning
“Our life as we had it no longer exists. Carrying on day-to-day is hard, sleeping is hard, trusting is hard and trying to move forward in an environment where there is no...
Editorial
The fees paid for tax returns prepared by an accountant are tax deductible. Should the same apply to a visit to your financial adviser?...
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MARKET INSIGHTS
Podcast
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...