Milana Pokrajac
Milana Pokrajac
News by this author
ASIC has delayed work on its financial planner training framework while the Future of Financial Advice reforms are being implemented. ...
AMP-owned dealer group ipac is is looking to further tap into the accumulator client segment by building advice capabilities to support this market. ...
Former CEO of Colonial First State Brian Bissaker will head up the newly acquired Virgin Money Australia, BOQ has announced....
Equity Trustees is planning to grow its internal and external distribution base and has recruited a new national manager of advice and personal services....
Industry commentators claim low-cost dealer groups could be an accident waiting to happen....
Due to conflicts surrounding the link between product and advice, large parents of financial planning groups should use monitoring mechanisms to ensure the advice provide...
Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....
Latest figures from Radar Results indicate risk clients under 50 are a planner’s most valuable asset....
This year's Financial Planner of the Year awards saw a list of diverse yet high-calibre financial planning professionals enter the finals....
The long-anticipated rise in revenue coming from the self-managed super fund (SMSF) client base is not happening just yet for financial planners, according to new researc...
Analysis by this author
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...