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FINANCIAL PLANNING
INDUSTRY NEWS
With more and more platforms flooding the market, it seems our Top 100 Dealer Groups just can’t make up their minds about which one they prefer....
INDUSTRY NEWS
Lucie Beaman takes a quick look at which groups have the most clients....
INDUSTRY NEWS
Financial planning group Tynan Mackenzie has embarked on an acquisition trail, primarily targeting adviser practices intent on exiting the industry due to the increased c...
INDUSTRY NEWS
Associated Planners Financial Services (APFS) is set to take 30 per cent strategic stakes in as many as 50 of its 100 affiliated adviser practices over the next 18 months...
INDUSTRY NEWS
The financial planning arm of Mercer HR Consulting - Mercer Financial Planning - is executing a new business strategy to enable it to offer a full suite of financial serv...
INDUSTRY NEWS
Q: We are a dealer group (licensee) that has transitioned pursuant to the Financial Services Reform (FSR) regime and are now assessing our client risk management procedur...
INDUSTRY NEWS
Every fund manager has its own investment style – and blending those styles can reduce portfolio volatility and smooth investment returns, says Mick O’Brien....
INDUSTRY NEWS
Financial planners worldwide struggle with the same problems when they are running their own businesses, says Money Managers managing director Kevin Bailey....
INDUSTRY NEWS
Paul Resnik believes it is all too easy for planners to focus on investment choice rather than investment outcomes....
INDUSTRY NEWS
Contrary to what many planners may think, clients often don’t believe they have a relationship with their adviser, according to consultant and trainer Steve Lesser....
INDUSTRY NEWS
Around 100 people attended the CFP Retreat last week before the FPA Convention, for what was an “amazing day with exceptionally high quality speakers”, according to sourc...
INDUSTRY NEWS
Small and medium business owners tend to be too focused on sales and turnover and need guidance on how to derive personal wealth, according to Westpac Banking Corporation...
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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...
So we are now underwriting criminal scams?...