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COMMONWEALTH FINANCIAL PLANNING
Financial planning
The lacklustre recovery from the global financial crisis can be seen in the growth or decline in planner numbers and FUA, writes Benjamin Levy....
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....
People & Products
David McKay to leave his post as general manager of Commonwealth Financial Planning....
Financial planning
Slater & Gordon is ramping up action against advisory groups that recommended clients invest in Basis Capital, with a number of high-profile dealer groups the targets of ...
Financial planning
Small advice firms have been warned they need to get a better handle on the impact regulatory changes can have on their profit margins and cash flow....
People & Products
Colonial First State has appointed senior managers within its Colonial First State Advice Business leadership team, with Tim Browne, John Carnevale, Matthew Brown and Hel...
Financial planning
According to the results of a recent shadow shop, consumers steer away from in-house bank planners when it comes to financial advice....
Financial planning
As well as having reduced access to basic services, people providing unpaid care in regional and remote communities suffer from higher levels of financial hardship, a pro...
Financial planning
Colonal First State has restructured its financial planning businesses into a single entity....
People & Products
Following the surprise news of Tim Gunning's departure from Commonwealth Financial Planning, Ord Minnett has announced Gunning as its new chief executive....
Financial planning
Recently resigned Commonwealth Financial Planning head Tim Gunning is take on the role of chief executive of Ord Minett at the beginning of next month. ...
Financial planning
Tim Gunning has resigned as general manager of Commonwealth Financial Planning (CFP), with CFP national manager David Mackay already in place as acting general manager....
Financial planning
The practice of offering low cost SOAs and initial advice to potential clients and recouping the costs later is distorting the true cost of financial advice....
Top 100
AMAL AWAD examines how dealer group performance and planner numbers have held up over the past year in the face of a global financial crisis....
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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...