FINANCIAL PLANNING

INDUSTRY NEWS

The movie image is always the same – the cool, calculating suit, watching stock figures float down the lap top screen until at some point he speed dials his broker and sh...

INDUSTRY NEWS

While agricultural investments take off there are some traps to avoid. Beverly Houterman and Paul Resnik detail what areas need to be considered....

INDUSTRY NEWS

Since the appointment of Winchcombe Carson’s first managing director four months ago, the Melbourne financial planning group has undergone a big shake-up....

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The push by the government to change the face of the financial services industry has also included a change in the way planners are licensed and educated. David Chaplin e...

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A national savings summit may sound somewhat grandiose but I believe it is now vital to Australia that the bell should be rung....

INDUSTRY NEWS

Who is best qualified to give advice, accountants or planners, has been a long running debate. John Wilkinson looks at how this debate is developing and the influence of ...

INDUSTRY NEWS

Supplying a complete administration service for self managed superannuation funds is where the major opportunities lie for planners in superannuation according to Tower T...

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While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...

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Retail investors have never had it so good in terms of the information available to them regarding investments and this doesn't seem to be tapering off. ...

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The Financial Planning Association (FPA) will announce a replacement for former FPA chief executive officer, Michael McKenna, in early October, according to FPA Chairman ...

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ALMOST three years to the day since the collapse of his Canberra investment businesses, former high profile industry figure, Max Vardanega, has been banned for life from ...

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Deutsche Asset Management (DAM) has appointed Andrew Fay as chief investment officer (CIO) following the decision of former CIO, Karl Sternberg, to focus solely on his UK...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

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

1 month 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 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 19 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
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