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The financial planning industry is about to go through a phase of uncertainty in its evolution into a major profession, says Jim Stackpool of Strategic Consulting and Tra...
INDUSTRY NEWS
Running an information evening for new staff has proven more successful than using placement agencies, says Greg Gunther of Gunther Doyle Financial Planning....
INDUSTRY NEWS
The difference in valuation between an average financial planning business and a premium business can vary by up to $370,000 depending on a number of factors, says MGI Me...
INDUSTRY NEWS
The proposed back-office alliance between Suncorp Metway and newly-listed NRMA Insurance Group has come to a halt, with the Suncorp choosing to look elsewhere....
INDUSTRY NEWS
Further problems have cropped up for the former Soho Lemon scheme managers, with Suncorp Metway calling in its loan on the Victorian farm....
INDUSTRY NEWS
AXA’s Tasmanian dealership services manager Kate Stephenson has left the group to join Deloitte Financial Services....
INDUSTRY NEWS
Tyndall Investment Management will consider creating its own distribution network after the completion of a strategy early next year according to Tyndall superannuation a...
INDUSTRY NEWS
J B Were has dropped the entry fees on its new global sector funds for two months as part of a move to test this type of marketing ploy for quickly raising an initial amo...
INDUSTRY NEWS
Lifespan Financial Planning has signed an agreement to use Sanford’s Virtual Broker internet service which provides a branded stockbroking service to clients....
INDUSTRY NEWS
The Australian Prudential Regulation Authority (APRA) will appoint a statutory approved trustees (SAT) to thousands of DIY super funds as new regulations come into force....
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has commenced an enforceable undertaking action on Grosvenor Securities’ 40 advisers, following a surveillance...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...