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Financial planning
“How deeply entrenched are soft dollar commissions in the financial services industry?”...
Financial planning
Over the past decade, education has become the order of the day in the United States-defined contribution (401-k) market with retirement responsibility swinging from empl...
Financial planning
Since its launch in 1992, the Certified Financial Planner (CFP) designation has been setting the standard in professional and educational requirements for the financial p...
Financial planning
The Federal Government has recently introduced a bill into parliament which could have wide ranging effects on self managed superannuation funds. Nick In-gram takes a loo...
Financial planning
There has been considerable publicity surrounding the state of the lawyers' private mortgage industry. Much of the attention has focused on two issues. Firstly, the loss...
Financial planning
"The virtual corporation is based on the concept that the most power-ful asset an enterprise can have is intellectual property followed by cash. Everything else can be o...
Accounting
AustSelect's new distribution arm for accountants, AustAccount, will maintain the same ownership structure as the company's financial planners' vehicle AustChoice....
People & Products
Graham Currie has resigned after 22 years in the top job at Insurance and Finance Managers of Australia (IFMA)....
Financial planning
We were looking for backup services, plus the proper computer facilities to deal with our clients in terms of providing financial planning, investment and risk advice. In...
Financial planning
In previous <I>Money Management </I>columns, readers have been alerted to one of IFSA’s major projects - the development of an industry code of ethics and associated prac...
Financial planning
Superannuation group SMF Funds Management has taken over management of the $45 million NSW funds management arm of chartered accountants Pannell Kerr Forster (PKF)....
Superannuation
Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure to comply with proposed laws....
Financial planning
A new financial planning firm has bucked the industry trend, with its planners leaving a major corporation’s ranks to set up shop on their own....
Financial planning
"We do not use paraplanners. Having already invested quite a deal of capital into training, software and systems we are reluctant to utilise the services of paraplanners....
People & Products
Zurich Financial Services' retail team has been given a boost with seven appointments in recent months....
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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...