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Class Financial Systems to provide SMSF platform for accountants....
Financial planning
AMP is on course for compliance with IFSA's super charter from its July 1 members' deadline next year, according to financial services managing director Craig Meller...
Financial planning
Dealer groups should actively acquire small struggling member advice firms for the good of the sector rather than allowing the status quo to continue, according to Kenn W...
Financial planning
In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller prac...
Financial planning
Three advice firm principals aligned to dealer group Australian Financial Services (AFS) have been placed on suicide watch by the dealer group in the past 12 months. ...
Financial planning
Combined entity will see Sentry's number of advisers soar from 190 to 310....
Financial planning
Despite many unique challenges facing regional planners, they have proved surprisingly resilient amid the economic downturn. Benjamin Levy reports....
Editorial
The recent global financial crisis has thrown a great deal of attention back on the issue of risk management for businesses big and small. One of the key questions being ...
Financial planning
The failure of South Australia dealer group Financial Planning & Life (FP&L) has cast doubt on the viability of the fixed fee, low-cost dealer group model, according to s...
Editorial
What can be done to stop the rot in financial services? Steve Browning discusses....
Financial planning
Advisers should have a working knowledge of clients’ Medicare reports, writes Col Fullagar....
Financial planning
Australian Unity takes stake in a Hong Kong-based equities manager, Seres Asset Management....
Financial planning
BT Wrap enhances platform offerings to make life easier for advisers and accountants handling SMSF clients....
Editorial
Amid the push to boost education standards in the financial planning industry, experience will still be central to protecting the interests of clients....
Editorial
ASIC’s class order that created the Statement of Additional Advice (SoAA) is history. And good riddance, says Brett Walker. ...
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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...