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Financial planning
A far reaching recent court judgement is being viewed as a wake-up call for financial planning dealer groups, highlighting the need to keep an eagle eye on their adviser ...
Financial planning
High profile financial planner Garry Avis has joined up with well-known superannuation consultant Robert MC Brown and Darryl Pike to set up Bridgeport Advisers & Asset Ma...
Financial planning
The Managed Investments Act 1998, (MIA) made changes to the regula-tion of managed investment funds with the aim of ensuring greater ac-countability of fund managers to i...
Financial planning
Respected financial planner Ray Griffin has been named as the next chairman of the Financial Planning Association....
Financial planning
AMP's financial planning operations are looking to boost referral business coming from accountants by forming alliances with accounting groups....
Financial planning
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
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
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
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
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
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
An administration product, in isolation, offers a very narrow service to clients. ...
Financial planning
ParaPlanning Professionals, which claims to have pioneered the concept of contract paraplanning in Australia, has opened an office in New South Wales....
Financial planning
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...
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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...