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FINANCIAL PLANNING

INDUSTRY NEWS

Potential changes in legislation have made dealing with reasonable benefit limits (RBLs) for superannuation more complex, despite Government claims it is simpler, says To...

INDUSTRY NEWS

Using technology to improve back-office efficiency is fine, but without a proper document management system in place it will never work, says Jim Kilkenny of Kilkenny Ros...

INDUSTRY NEWS

Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...

INDUSTRY NEWS

It wouldn’t be an FPA convention without motivational speakers. Julie Bennett asked Carolyne McCourtie to share her philosophy....

INDUSTRY NEWS

If you’ve always wanted to throw in your 10 cents worth on where you feel the industry has gone wrong – here is your opportunity. Julie Bennett reports....

INDUSTRY NEWS

For Paralympian Karni Liddell, when the going gets tough, she gets going. Mike Taylor reports....

INDUSTRY NEWS

Estate planning is a business opportunity waiting to happen, say Jack Houwing and Mike Fitzpatrick....

INDUSTRY NEWS

While most financial planners probably understand the essentials of handling the accumulation phase of self-managed superannuation funds (SMSF), they will need to know a ...

INDUSTRY NEWS

The current transition to the new Financial Services Reform (FSR) regime represents only the beginning of an evolution to a new standard, according to senior partner with...

INDUSTRY NEWS

Prepare yourself, planners, because as soon as you set foot through that exhibition hall entrance you are going to be bombarded with treats, novelty prizes and, if you’re...

INDUSTRY NEWS

Julie Bennett reports on Credit Suisse’s latest Hypercompetition paper, which exposes the flaws of the buyer of last resort facility....

INDUSTRY NEWS

Financial services software provider FinTech has launched a new version of its financial planning software allowing a dealer group to control the back-office functions us...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 2 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

1 week 6 days ago