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Financial planning
The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...
Financial planning
Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....
Financial planning
Advisers are looking for simple software, but their needs are often more sophisticated, writes John Wilkinson....
Financial planning
The perfect financial planning software will do just about everything, except make the coffee. But even with rapid development we’re not quite there yet, as Freya Purnell...
Financial planning
Faster, higher, stronger could easily be the motto of the Bridges group, as it strives to continually add more value for its planners and clients. Freya Purnell reports....
Financial planning
Brand new dealer group Meritum is still coming to grips with independence. John Wilkinson reports....
Financial planning
There are thousands of opportunities waiting for those planners prepared to venture beyond their own backyard, writes David Thomas....
Financial planning
Distributors need to choose between wanting extra capital or extra control when deciding whether or not to offer equity stakes to their advisers. Ross Kelly reports....
Rate the raters
After some tough times, Morningstar has become a self-sustaining research business with advisory groups opening up the doors to external offerings. Kate Kachor reports....
Financial planning
Treading a familiar path, John Ardino left an institution following a takeover to start an independent group. Ten years later it is still going. John Wilkinson reports....
Financial planning
Aurora is heading into new territory with its focus on the risk and superannuation advice market. Rebecca Evans reports....
Financial planning
While Mercer has been entrenched in the asset consulting scene for many years, it is a relatively new player in the retail research space. Freya Purnell looks at the rise...
Financial planning
The retail research space is flooded with players, but how are financial planning practices making use of their services? Freya Purnell reports....
Financial planning
The Federal Government has reassured the industry that its shake up of the Financial Transaction Reports Act 1988 (FTRA), to be drafted this week, will not send the funds...
Financial planning
The internal debate around transparency in the funds management industry has been very damaging, and it is now at risk of further regulation of the value chain, according...
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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...