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Financial planning
IT IS easy to see both sides of the argument in what could quickly escalate into a full blown legal dispute between the Financial Planning Association (FPA) and the Assoc...
Financial planning
The Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) are set to clash after the AFA indicated that as part of its move to secure a des...
Financial planning
Job advertisements ask for all the same criteria – loads of planning experience, DFP or CFP qualifications and good communication skills. But what skills and talents are ...
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
Circumstances have made a Melbourne planning office become a model for the future. JOHN WILKINSON reports....
Financial planning
The Financial Planning Week national call centre has become a central awareness campaign for both the financial planning industry and the public alike....
Financial planning
The financial planner of the future will be a true service provider, outsourcing non-core activities to specialise in areas of expertise. NICOLE SZOLLOS talks to three pl...
Financial planning
Australia is one of the largest managed funds markets in the world and has been growing quickly for 20 years....
Financial planning
The key to future financial planning groups will be selling the relationship, not what platforms the dealer group is using, says Strategic Consulting and Training managin...
Financial planning
It’s never too late when it comes to succession management. As FIONA MOORE reports, planners are advised to put a strategy in place at least 10-15 years before they plan ...
Financial planning
Former Financial Planning Association (FPA) chairman Ray Griffin has become the first non-American financial planner to be elected chairman of the International Certfied ...
Financial planning
AMP’s wholly owned external financial planning dealer group, Hillross Financial, has today launched an ambitious recruitment drive in an effort to double the number of it...
Financial planning
Following the restructuring of its business six months earlier, Deakin Financial Services Group is now spreading its wings and going national as a company focussed on a s...
Financial planning
Very few people in the industry would have failed to notice the push to higher education standards that have been going on in recent years, especially after it received a...
Financial planning
Over the last few years I’ve noticed that industry commentators are focussing on the issue of so called “independence” of advice and then drawing the conclusion that this...
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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?...