Milana Pokrajac
Milana Pokrajac
News by this author
A dealer group head says he lost three practices to a cheque-book in the last 18 months, but all three have expressed a wish to come back....
Dealer group heads deny playing a numbers game and admit to turning away some planners....
The financial services regulator will observe a number of selected licensees in their FOFA implementation over the next few months with the goal of identifying areas wher...
Bank executive confirms impact of grandfathering on practice funding. ...
Assistant Treasurer Arthur Sinodinos flags what could be a lengthy process to FOFA changes....
One in four existing Mortgage Choice franchise owners have signalled their intentions to start a financial planning franchise....
FPA is no longer reliant on event revenue and sponsorship dollars to meet its funding requirements, according to its 2012/13 annual report....
After more than two years under new ownership, research house Lonsec has branched out into the online space, launching a planner portal aimed at retirement advice and por...
Money Management has opened the nominations for its Financial Planner of the Year award for 2013....
Financial advisers looking to join a dealer group need to make sure those groups can deliver on their promises, according to My Dealer Group founder Anne Fuchs....
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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...