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Financial planning
Only one in 10 wealth accumulators between 40 and 50 year old use a financial planner while nine out of 10 in this group use an accountant according to Ipac chief executi...
Financial planning
In the bitter and largely ridiculous war that continues to wage between dealer groups and advisers over client ownership, some industry players could be accused of forget...
Financial planning
The ‘who owns the client’ debate refuses to lie down and the Privacy Act appears to be fuelling the fire. JULIE BENNETT reports....
Financial planning
Fallout from the Hartley Poynton case has not abated with continuing interest into how this judgement may set the ground rules for further court action involving advisers...
Financial planning
Has the roll out of financial services products reached a plateau? In recent week there have been a large number of product providers rolling out enhancements and new fea...
Financial planning
Exit strategies continue to treat all planning businesses the same, penalising those with true client commitment and intrinsic value. ROB KEAVNEY says this situation must...
Financial planning
Web-based risk profiler ProQuest has rolled out its risk profiling system in the United States (US) and claims it is already dealing with a steady stream of interest from...
Financial planning
The proliferation of financial planning professionals puts potential clients in a quandary over how to choose an adviser. TOM COLLINS writes we may be at the point where ...
Financial planning
Cultural issues play an important role in the relationship between client and adviser. NICOLE SZOLLOS reports on some of the challenges faced by advisers working in Asia....
Financial planning
Netwealth has already signed up five dealer groups for the adviser version of its on-line wrap service, says managing director Michael Heine and has plans to extend that ...
Financial planning
Frank Russell Company says there has been a strong shift to multi-manager funds by retail investors as they seek diversification in investment portfolios....
Financial planning
AMP’s financial services division’s profits have surged in the six months to the end of June while the rest of the company’s profits are down on last year’s result....
Financial planning
The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....
Financial planning
The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....
Financial planning
Semantics aside, there is a real difference between financial advice and financial planning. Tom Collins discusses the factors driving financial planners to take another ...
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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?...