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What does it take to be ethical in financial planning? Professor Stephen Cowan, who will be presenting at the CFP conference in Hobart, says it is all about ex-cellence. ...
INDUSTRY NEWS
The latest rounds of interest rate hikes and the falling values of share markets around the world raises a number of questions for the financial planning indus-try....
INDUSTRY NEWS
Associated Planners Group has sold 75 per cent of Associated Planners Manage-ment, the holding vehicle for the Strategic Super master trust....
INDUSTRY NEWS
While GST awareness is high, action and implementation are low, spelling trouble for businesses from July 1. So says KPMG Consulting partner Mandy Holloway....
INDUSTRY NEWS
The recent explosion of the Internet and the growth of online trading present two faces of new technology, according to Chifley Financial Services product management and ...
INDUSTRY NEWS
The latest rounds of interest rate hikes and the falling values of share markets around the world raises a number of questions for the financial planning indus-try....
INDUSTRY NEWS
The FPA has vowed to fight CLERP 6 proposals which allow accountants who are members of professional bodies to operate outside the licencing scheme....
INDUSTRY NEWS
A new alliance of eight financial planning firms has launched itself onto the New Zealand market creating one of the largest advisory groupings in the country....
INDUSTRY NEWS
An industry wide numbering system for advisers is a step closer to fruition following the creation of a working group within the Investment and Financial Services Associa...
INDUSTRY NEWS
Consulting group Aon is to launch a local financial planning business in June in a bid to keep clients from seeking its services elsewhere....
INDUSTRY NEWS
The Government’s tax reform agenda continues to make all of our lives difficult. Take the new capital gains tax (CGT) rules for example....
INDUSTRY NEWS
Michael Gibbons has departed Merrill Lynch Mercury Asset Management after three years as business development manager....
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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...