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A SIGNIFICANT cultural shift is underway in our attitudes towards retirement....
Financial planners can gain significant tax benefits for small business clients, John Ciacciarelli writes....
Ever wanted to build a client list of doctors, lawyers and other high-net-wealth individuals? Or is it blue collar workers retiring with a big super payout that takes you...
As a lawyer-cum-financial planner, Robert Kiddell has a foot in two worlds, and the leads to match....
Jonathan Bonnett didn’t deliberately set out to write a book on financial planning to generate leads, but he always hoped a little business would come his way....
Shadforths associate and private client adviser Tony Gray is in an enviable position....
Existing clients are often the best source of future leads. The challenge for Simone Vanden-Driesen and Leishman Financial Services was to tap the source....
Question: My client will be commencing an allocated pension prior to her 55th birthday using the unrestricted, non-preserved monies in her superannuation fund. She requir...
It’s been another busy week for financial planner Jennifer Moss. If it’s not new legislation to deal with, it’s clients confusing you with the Yellow Pages, she writes in...
The AXA group has set itself an ambitious target to generate $1 billion worth of inflows into its new Generations master trust platform within 12 months....
The acquisition of Ipac is bringing about a sea change at AXA. John Wilkinson spoke to AXA’s Australian chief executive officer Andy Penn....
Straight-talking Sharyn Besch is more pragmatic than her peers when it comes to the big issues in the profession she’s always wanted to get into....
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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...