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Can planners survive the breakdown of a couple’s marriage and keep both spouses as clients? Jason Spits investigates....
INDUSTRY NEWS
Industry research tells us that more and more people are turning to financial planners – but what do clients really think of their advisers? David Chaplin investigates....
INDUSTRY NEWS
Yes they should. Well if you look at any other profession not all GPs are surgeons and essentially an account may not have the exposure to investments, just because you c...
INDUSTRY NEWS
Westpac is getting very serious about its expanding its financial planning business – and it’s willing to put its money where its mouth is, as Stuart Engel reports...
INDUSTRY NEWS
Forget the swimming, forget the marathon - the Year 2000 Sydney Olympic Games provide the perfect opportunity to put our nation’s greatest planners through their paces, a...
INDUSTRY NEWS
Financial Planners have rightly focused on professionalism, but too many have not paid enough attention to the operations side of their businesses. Anyone in finance not ...
INDUSTRY NEWS
What makes Australia’s top planners so successful? The answer, as Gerard Doherty discovered, lies partly in successful client management....
INDUSTRY NEWS
The growth of interest in ethical funds has been well documented but the successful staging of a two day ethical investments conference in Sydney last week confirms this ...
INDUSTRY NEWS
Tax reform, new licensing laws and an added emphasis on professionalism and training is a turbulent time to become chairman of the Financial Planning Association. Jason S...
INDUSTRY NEWS
Macquarie Bank have joined the growing list of online service providers adding man-aged funds to its product list, and is in talks to provide online advice....
INDUSTRY NEWS
The transition of portfolio assets when changing fund managers is resulting in higher costs and loss of performance for superannuation funds according to Frank Russell tr...
INDUSTRY NEWS
Rothschild Australia Asset Management (RAAM) has announced that as part of expansion plans it has made two major appointments, one each side of the Tasman....
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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...