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FINANCIAL PLANNING
INDUSTRY NEWS
Australian equities look set for another positive 12 months and a possible global re-rating after beating back last year’s regional slowdown, writes investment analyst Mi...
INDUSTRY NEWS
The Federal Government’s tax reform agenda will have a major impact on the retail investment sector this year and could crimp one of Australia’s fastest growing retail in...
INDUSTRY NEWS
Short-term economic forecasting is often brought undone by unpredicted events that end up having a major impact on growth and returns. Economist Shane Oliver outlines sev...
INDUSTRY NEWS
Bank based planners have enjoyed particularly strong business growth in recent years, writes Michael Migro And although this will continue in the year ahead, they face fo...
INDUSTRY NEWS
This will be the biggest of all planning issues over the next 12 months. Despite its title, ANTS is not a new tax system at all – it’s the current system with a lot more ...
INDUSTRY NEWS
Back in December I attended a conference on private banking. There I heard a speaker say the following:...
INDUSTRY NEWS
A new managed-fund fee structure from BBL Funds Management could potentially change the way financial planners run their businesses....
INDUSTRY NEWS
Australians are only slightly more likely to seek the services of a financial planner when looking for financial guidance than an accountant, family member or bank manage...
INDUSTRY NEWS
Tower has entered discussions with three financial planning groups with a view to taking an equity stake in one of them....
INDUSTRY NEWS
With 1999 already tipped as the year of the millennium bug, companies around the world are scrambling to get ahead of the problem. And some Australian financial planning ...
INDUSTRY NEWS
To many in the financial services industry, the title “paraplanner” conjures up an image of a quiet techie beavering away behind the scenes on the lesser tasks of financi...
INDUSTRY NEWS
As we are still in the first month of a new year, it’s appropriate to wish all financial planners a happy and prosperous 1999. However, recent evidence suggests that such...
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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?...