FINANCIAL PLANNING PRACTICE

Financial planning

Fiona Mackenzie presents the top 10 tips for financial planners for focusing on client relationships and value propositions in 2012....

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Financial planning

There is plenty of demand in the market for quality financial planning businesses, as well as an increasing number of enquiries from those looking to sell in preparation ...

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Financial planning

FOFA reforms have not had as great a negative impact on financial planning practice valuations as anticipated, according to Radar Results....

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Financial planning

The Australian Financial Services (AFS) Group has bolstered its presence in Queensland, with the Brisbane-based financial planning practice Alps Network deciding to align...

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Policy & Regulation

There has been unprecedented activity over the past 12 to 18 months in terms of financial planning practice sales, and it is possible the clarity provided by the latest F...

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Policy & Regulation

There has been unprecedented activity over the past 12 to 18 months in terms of financial planning practice sales, and it is possible the clarity provided by the latest F...

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Financial planning

Financial planning revenue made up 13 per cent of total group revenue for Countplus in the 2010-11 financial year, according to the company's full-year results posted on ...

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People & Products

Asteron has appointed Andrew Bridgland as sales manager for the South Australia and Northern Territory region....

Financial planning

A Sydney based financial planning practice has switched licensees from Charter to Garvan following an approach from MLC....

Financial planning

Countplus MBT has completed its acquisition of Loughhead Roberts, a chartered accounting and financial planning practice in Parramatta, Sydney....

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Financial planning

Education has become a buzzword in the financial services industry. Angela Faherty takes a look at what the industry is doing to improve standards. ...

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Editorial

It has become self-evident that either directly or indirectly, opt-in is going to drive up the cost of financial advice for many Australian consumers, writes Mike Taylor....

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Editorial

Mike Taylor writes that the recent Industry Super Network-commissioned surveys about opt-in only serve to distract attention from the reality of the changes: they will in...

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Financial planning

Countplus has forecast earnings before interest, tax and amortisation (EBITA) of $10.4 million for the first half of 2011, which represents a strong first result for the ...

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Editorial

With draft legislation resulting from the Future of Financial Advice reforms due out within months, Mike Taylor writes that much more is at stake than how financial plann...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

David Williams

'Hypersensitised' advice is likely to be successful if based on a more hypersensitive approach to each person. This is ...

3 hours 30 minutes ago
JOHN GILLIES

I CAN NOT THINK OF A WORD TO SAY HOW BLOODY STUPID CAN YOU GET JG...

1 day ago
Time to Go

I really can't see how getting rid of the safeguards with no other changes achieves anything at all. We're still the ea...

2 days 1 hour ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago