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FINANCIAL PLANNING
INDUSTRY NEWS
Robert Wagner is an American CFP with a vision. He foresees financial planning becoming the most important and professional industry in the world. Julie Bennett reports....
INDUSTRY NEWS
Finding success as a planner and having a life outside the office are not mutually exclusive, according to US-based planner Harry Kasanow. And, as Jason Spits writes, Kas...
INDUSTRY NEWS
The trouble with one-person advisory practices is that they are dependent on a single person. Andrew Doquile explains how to overcome that problem....
INDUSTRY NEWS
While delegates to this year’s Financial Planning Association (FPA) annual convention might be expecting to put their feet up and relax, organisers have other ideas. Ben ...
INDUSTRY NEWS
Loyalty is fast disappearing as advisers shop around for the best deals from fund managers and dealer groups. George Liondis reports....
INDUSTRY NEWS
It’s currently fashionable to call financial planning ‘life planning’, but Tom Collins argues that is exactly what financial planning has always been....
INDUSTRY NEWS
It may seem strange to unpack your bags at an Australian Financial Planning Association (FPA) annual convention only to hear that most of the keynote speakers will be for...
INDUSTRY NEWS
The Success Forum Australia 2002 program explores current trends and future directions for financial planning both in Australia and overseas. This year’s convention also ...
INDUSTRY NEWS
Well punters, once again it’s off to Sydney for the big FPA annual nosh up and as usual, Nick Bruining delivers the inside goss on where to be seen and who to avoid....
INDUSTRY NEWS
Perth-based financial planner Philip Carman claims he has developed a portfolio management system which by-passes the forces of fear and greed that operate in extreme mar...
INDUSTRY NEWS
Australian Unity is one of the few mutual groups still in the financial services market and, as John Wilkinson writes, its new managing director plans to make sure it sta...
INDUSTRY NEWS
Binding death nominations virtually eliminate the need for trustees to make decisions in relation to death benefits, but they are not without their complications. Kathryn...
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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?...