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FINANCIAL PLANNING

INDUSTRY NEWS

Your web site is nothing more than a page in a book sitting on the shelf of the central library, says Debbie Mayo-Smith. The challenge is getting people to look at it....

INDUSTRY NEWS

The ongoing legacy of the HIH Insurance collapse in Australia is the cost and availability of professional indemnity insurance. Mike Taylor reports....

INDUSTRY NEWS

Defying the broader equity market trend that has seen two years of decline, Perpetual Investments has continued to generate positive returns in its Australian equity fund...

INDUSTRY NEWS

Financial planners are stepping into the insurance ring, and while they have textbook knowledge and software in their corner, do they have the skill set? Lucie Beaman rep...

INDUSTRY NEWS

Risk selling is about selling relationships, not products. Julie Bennett and Freya Purnell report....

INDUSTRY NEWS

The introduction of Financial Services Reform (FSR) legislation seems to be frightening many advisers – but life advisers appear to be particularly concerned. John Wilkin...

INDUSTRY NEWS

Question: We are a principal planning business that is part of a medium-sized Australia-wide dealer group scheduled for transition on January 1, 2004. We are looking to r...

INDUSTRY NEWS

Australians are chronically underinsured – which should present great opportunities for advisers. Mike Taylor reports....

INDUSTRY NEWS

John Wilkinson covers a mock court case that details the fall-out when advisers fail to really know their clients....

INDUSTRY NEWS

Investor Group has flagged a continued growth push through acquisition of financial planning businesses - a move which follows on from its recent purchase of nine adviser...

INDUSTRY NEWS

The Federal Government’s push to reduce the superannuation surcharge and expand government co-contributions bore fruit as the Senate passed both measures yesterday after ...

INDUSTRY NEWS

Shareholders of listed investment company Bentley Equities - previously BT Global Asset Management - today voted down a proposal to appoint Select Asset Management as its...

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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...

4 days 18 hours ago

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

1 week 4 days 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....

6 days 14 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 6 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...

2 weeks 5 days ago