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FINANCIAL PLANNING
INDUSTRY NEWS
The implementation of a wider GST on financial services poses a serious threat to financial planners, according to industry figures....
INDUSTRY NEWS
Accountants, often the first port of call for clients wanting finan-cial advice, are moving swiftly into financial planning. ...
INDUSTRY NEWS
Legal skills are not the monopoly of lawyers. They can, and should, be developed by financial planners if they wish to stand alongside other professionals such as lawyers...
INDUSTRY NEWS
“Do you have a business plan? How often do you revisit it?”...
INDUSTRY NEWS
With the Telstra II share offer just around the corner, it is worth contemplating the uneasy relationship between share trading and financial planning....
INDUSTRY NEWS
"While I have had no experience with it, I feel that the negatives would outweigh the positives. Some clients may feel more secure because they feel that their adviser is...
INDUSTRY NEWS
Financial planners may have a far higher success rate than most other small businesses, but there’s still plenty of room for improvement. Zilla Efrat asks some of the ind...
INDUSTRY NEWS
Stepping out of a practice that one has spent a life time building up – and getting the highest return for it - is a complex process....
INDUSTRY NEWS
Despite a brief hiatus, demand for back office services from financial services organisations looks set to boom. Samantha Walker discovers why....
INDUSTRY NEWS
When we last left our favourite lemming, newly annointed dealer principal Nick Bruining, being atacked by a group of brochure delivery men (BDMs). In this exciting instal...
INDUSTRY NEWS
Three years ago, they were a group of former IT and research execu-tives from Lonsdale and IOOF with an idea....
INDUSTRY NEWS
Perth-based Guardian Funds Management plans to take the $10 billion private mortgage market to advisers with the launch of a new asset class....
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MARKET INSIGHTS
Podcast
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?...