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Financial planning
While choice of funds makes its way back onto the agenda, TOM COLLINS says the issue of self interest must be tackled or the industry faces the possibility of further gov...
Financial planning
Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...
Financial planning
Advisers are more optimistic than investors that the share market will improve in the next six months and are also likely to allocate twice as much to international equit...
Financial planning
The growing reliance of financial planners on financial planning software, back office technology and technology driven investment platforms could leave advisers facing d...
Financial planning
Would you like to get to know your clients, intimately? As tempting as it sounds, the truth is that most financial planners don’t. Except, that is, for Carolyn Berezovzky...
Financial planning
Four years and 50 columns ago, TOM COLLINS first graced the pages of Money Management. Retracing his steps has led him to conclude that not too much has changed....
Financial planning
Norwich Union is no longer specifying an implementation date for its troubled planIT financial planing software, says group director distribution Allan Griffiths....
Financial planning
Sealcorp has added an online tool, ePlan, to its Advisernet financial planning software platform, allowing the software to automatically generate a financial plan on beha...
Financial planning
A former Securitor financial planner has been handed down a life ban by the Australian Securities and Investments Commission (ASIC) from acting as a representative of a s...
Financial planning
Asgard has introduced a number of measures aimed at motivating advisers to have a closer look at its new wrap service, the eWRAP....
Financial planning
With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...
Financial planning
Master trust and wrap providers may be less concerned about fees than they are making out. GEORGE LIONDIS digs deep into the latest fee data....
Financial planning
Gearing is not for all investors, and advisers that recommend gearing inappropriately should expect to face the consequences. GEOFF DAVEY looks at the fate of the client,...
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
Recently <i>Money Management</i> reported on a survey conducted by Assessment Education Services concerning the implementation of PS146 in small and medium dealer groups....
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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...