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Financial planning
The results of the Hare and Tortoise report highlight the “dangers” of the industry using simple compound or point to point returns as a performance measurement tool, acc...
Financial planning
The Association of Financial Advisers has a new president with Robin Yates this morning relinquishing the key role to former vice president Michael Murphy at the associat...
Financial planning
Gambling and the growing misuse of online banking have been identified as the major drivers of corporate fraud in Australia, according to KPMG....
Rate the raters
The second annual Rate the Risk Raters survey reinforces the growing role of risk researchers, but not everyone is happy. LIAM EGAN reports....
Financial planning
Telephone investment frauds are reaching epidemic proportions with the Australian Securities and Investments Commission reporting a sharp rise in the number of complaints...
Financial planning
The number of financial planners prepared to use three or more master trust or wrap platforms has more than doubled over the last year - and it could be a newer class of ...
Financial planning
Describing another week in her practice, Jennifer Moss says recent rule changes to retirement savings are causing people to lose faith in the super system....
Financial planning
It’s been another busy week for financial planner Jennifer Moss. If it’s not new legislation to deal with, it’s clients confusing you with the Yellow Pages, she writes in...
Financial planning
Existing clients are often the best source of future leads. The challenge for Simone Vanden-Driesen and Leishman Financial Services was to tap the source....
Financial planning
Equity markets are firing, clients are safe in the knowledge that the financial services industry is now governed by one of the world’s most rigorous consumer protection ...
People & Products
Financial services education provider Tribeca Learning has recruited high profile former Deutsche Bank chief economist Don Stammer to chair its board....
Financial planning
Van Eyk has moved to deflect attention from a spate of recent departures to competing research group, Mercer Investment Consulting, by announcing a new head of distributi...
Financial planning
Melbourne-based financial planning firm Halifax Partners has sold its client-base to a risk advice group operating under Perth dealer firm, Wealthsure, after the Australi...
Financial planning
A collection of firms and individuals promoting the trading of options with claims of returns of “60 to 180 per cent” and that investors attending seminars would find it ...
Financial planning
MLC subsidiary Plum Financial Services has filled the vacancy left by former boss Jane Cutler earlier this year with the internal appointment of acting managing director ...
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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...