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I HAVE asked dozens of financial planners where they add value to their clients. Their usual response is through advice and strategy....
Will master trusts and planning software ever merge. John Wilkinson finds opinion is still divided....
It is said that a year is a long time in politics but in the world of technology and software it is close to eternity....
While the insurance industry is in disarray and premiums are going through the roof, risk insurance is too important to be dismissed. JOHN ASHTON reports on how planners ...
THE Money Management Technology Report is based on a survey undertaken by The Tom Collins Consultancy and includes providers of technology in the areas of financial plann...
Who will pay for the costs of implementing the Financial Services Reform Act is a question that has been lost in the noise of the rollout of the Act. JASON SPITS examines...
Money Management has conducted an impromptu poll of the financial services sector, asking key stakeholders for their opinions on the new Financial Services Reform Act (FS...
As KATE KACHOR reports, planners are hitting the books like never before as they strive to become FSR compliant....
Three months after the Financial Services Reform Act was passed, ASIC is still pushing its licensing message to the financial services industry to get organised and get c...
AT A RECENT Financial Planning Association (FPA) lunch held in Sydney, the head of the Australian Consumer Association (ACA) Louise Sylvan said the benchmark level of und...
Mortgage fraud can significantly impact a client’s available funds, thanks to the fudging of a few figures enabling individuals to borrow more than they should. SIMON PUR...
In an industry that has adopted ‘diversity’ as its mantra, KATE KACHOR found it wasn’t hard to find differing opinions when asking industry experts to pick sides in the r...
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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?...