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Financial planning
The launch of the Generic Personal Statement (GPS) for risk advisers and their clients has generated some debate, which I think warrants some commentary....
Financial planning
Hopes that the introduction of choice of fund would boost business for financial advisers appear to have been dashed, with a new survey showing the majority of planners w...
Financial planning
Alan Kenyon and Stephen Prendeville are happy to see advisers selling their practices and other advisers buying them, particularly when their business Kenyon Prendeville ...
Financial planning
Client segmentation has been an industry buzzword for a long time, with most advisers familiar with what it means to classify clients as an A, B, C or D type based on the...
Financial planning
There are very few genuinely new products in financial services. Usually they are variations on an existing theme, and structured products fall very much into this catego...
Financial planning
IOOF has revamped the structure of its financial planning group Winchcombe Carson in an effort to be more competitive in the advisory market....
Financial planning
Functionality and service have overtaken fees as advisers’ key concerns when using wraps and master trusts according to a study conducted by research house Brandmanagemen...
Financial planning
Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...
Life/Risk
It is a problem that everybody knows about, and some have solutions for, yet it will not go away. Australians are not buying risk insurance, and far too-few advisers are ...
Financial planning
After only a month in operation, Platinum Group Financial Services has confirmed 34 authorised representatives have already joined its ranks and are operating within the ...
Financial planning
Positive investor sentiment towards advisers has increased over the past 12 months, accompanied by a marked improvement in sentiment toward managed investments, according...
Financial planning
A new project will examine the value of independent advice and will determine the number of Australian financial advisers that consider themselves to be independent, as w...
Financial planning
Despite recent criticism by the corporate regulator, financial planners have won a major concession that will allow them to recommend clients change super funds, even if ...
Financial planning
For Australia’s biggest financial planning dealer groups, managing conflicts is all about ensuring advisers have adequate choice....
Editorial
A great investor once said: “Risk comes from not knowing what you’re doing.” Of course, it’s hard to imagine that there is much that Warren Buffet doesn’t understand abou...
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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...