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Financial planning
Wealthtrac has added a share trading facility to its platform service that provides six selected panel brokers, which the company says will provide advisers with greater ...
Financial planning
Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...
Financial planning
The global financial crisis has been a game changer and, as Dominic McCormick writes, advisers need to view previously conventional buy and hold strategies as being tanta...
Financial planning
AMP Financial Planning is the largest dealer group by adviser numbers, according to Money Management's Top 100 Dealer Group statistics, which were compiled by DEXX&R....
Financial planning
ipac Equity Partner’s wins Dealer Group of the Year Award based on the positive perceptions created by its business model....
Financial planning
A growing number of advisers are adjusting their models to deliver risk advice, and that is corresponding with an increase in the use of tele-underwriting services, accor...
Editorial
Robert Keavney discusses platform commissions, proposals to merge the Financial Planning Association and the Association of Financial Advisers, intra fund advice, and pro...
Financial planning
Almost three in five financial advisers are limited in their choice of platforms, and of those advisers, 40 per cent would like access to other platforms in the market....
Financial planning
Tower has linked with IRESS to provide a straight through interface for advisers....
Financial planning
Synchron’s John Prossor claims planner growth is based on the limitations imposed by others....
Financial planning
FSP Portfolio Services, the platform business of the FSP Group, has partnered with self-managed superannuation fund (SMSF) administration provider Super Concepts to launc...
Financial planning
Stress levels in the financial advice industry are rising as structural changes take place, according to Association of Financial Advisers (AFA) chief Richard Klipin. ...
Financial planning
AXA has assured its advisers that any potential sale of its Wealth.net platform in the event of a NAB takeover will not include the North products and guarantees attached...
Financial planning
Nearly half of Australian financial planners expect their practices to be adversely affected by the Government’s proposed annual opt-in provisions for ongoing adviser ser...
Financial planning
The Federal Government’s decision to reduce concessional super contributions has prompted many Australians to cancel their life insurance cover through super, according t...
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Podcast
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...