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Financial planning

FPA chair-elect Griffin builds on his reputation

Respected financial planner Ray Griffin has been named as the next chairman of the Financial Planning Association....

Financial planning

Beancounters urged to form planning alliances

AMP's financial planning operations are looking to boost referral business coming from accountants by forming alliances with accounting groups....

Financial planning

For David, building relationships is No. 1

1.Name: David Treacher. 2. Job Title: Financial planner. 3. Dealer group: AMP Financial Planning. 4. Age: 41. 5. Qualifications: DFP 1-7 completed, DFP 8 to be compl...

Financial planning

Year-End Strategies - Seeing the wood from the trees

In recent years, there has been no shortage of agricultural schemes, usually with generous tax breaks, to tempt investors. Birds, trees, fruits and plants have all been o...

Financial planning

Point of view: The end of life as we know it...?

The Australian life insurance industry is entering a period of legislation-driven change. The past 10 years has been marked as period of restructuring and expense control...

Financial planning

Letters 27/05 – It’s as clear as black and white

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Financial planning

MIA: missing in action or a big hit?

As we approach the first anniversary of the Managed Investment Act (MIA), it is timely to consider its impact. Our prediction that the new regime would be less easy for f...

Financial planning

Be in the right with the write stuff

Thanks, Nick Bruining, for drawing attention to one of the real business issues facing practitioners - that of ongoing remuneration ownership vesting with principals or a...

Financial planning

Time to turn talk into action before bug hit

A recent study has found that financial advisers are less aware of their Y2K than they ought to be. John Desmond outlines the findings of the survey and the impact of the...

Financial planning

Wraps and master accounts – Just one part of a total service package

An administration product, in isolation, offers a very narrow service to clients. ...

Financial planning

ParaPlanning opens shop in NSW

ParaPlanning Professionals, which claims to have pioneered the concept of contract paraplanning in Australia, has opened an office in New South Wales....

Financial planning

Liability - an adviser's fear, a dealer's worst nightmare

Financial planners who have advised clients in the past seven years to use a protected loan for margin lending may soon find themselves with some very dis-gruntled client...

Financial planning

IFSA raises its own ethical standards

In previous Money Management columns, readers have been alerted to one of IFSA's major projects - the development of an industry code of ethics and associated practice st...

Financial planning

SMF lands beancounter fund

Superannuation group SMF Funds Management has taken over management of the $45 million NSW funds management arm of chartered accountants Pannell Kerr Forster (PKF)....

Financial planning

Merrill rolls out network

Merrill Lynch has made its much-anticipated first move into distribu-tion by recruiting financial planners as part of a plan to reposition itself as a total financial sol...