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Financial planning
The Financial Planning Association’s hunt for a new chief executive appears to be nearing the final stages....
Financial planning
ING has ramped up the ratchet frequency in its new MoneyForLife product from biennially to annually....
Financial planning
Professional Investment Services (PIS) has joined the growing list of dealer groups that have committed to remove the commission payments that product providers make to f...
Financial planning
Significant numbers of Britain's financial advisory force may exit the industry in coming years as it undergoes reform....
Financial planning
Financial Simplicity has announced the release of new portfolio review technology that allows users to generate mass 'single batch' client tailored reviews in moments....
Financial planning
Fees versus commissions is an important debate for the financial planning industry, but having independent research in the first place will take much of the sting out of ...
Financial planning
Midwinter Financial Services has released new product replacement software in anticipation of a change from the current 'reasonable basis' test for advice to the implemen...
Editorial
If the Financial Planning Association and the Association of Financial Advisers are to merge they will have to work through many divisive issues....
Financial planning
Former US-based Australian executive John James to lead Vanguard from May 1....
Financial planning
Tower Australia argues there is a place for paying commissions related to insurance and superannuation....
Financial planning
The leaders of the Financial Planning Association and the Association of Financial Advisers have indicated they will discuss a possible merger of the two competing bodies...
Financial planning
Adviser-owned dealer group Matrix Planning Solutions has argued it's time for the FPA and the AFA to become one entity....
Life/Risk
Zurich Financial Services Australia has announced a number of life risk enhancements, starting March 1, which the company says will cut up to four hours from administrati...
Financial planning
Financial services licensees are continuing to scratch their heads over a way to communicate the value of advice....
People & Products
Boutique fund manager Instreet has appointed Sam Harris as a relationship manager for New South Wales, strengthening its distribution team....
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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...