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Financial planning
The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...
Financial planning
Industry research tells us that more and more people are turning to financial planners – but what do clients really think of their advisers? David Chaplin investigates....
Financial planning
Macquarie Bank have joined the growing list of online service providers adding man-aged funds to its product list, and is in talks to provide online advice....
Financial planning
Swedish investment and insurance giant, Skandia, has announced an intention to enter the Australian retail savings market and will shortly establish its headquarters in S...
Financial planning
A new law signed in the US is about to make electronic signatures as legally binding as their ink counterparts. Stephen Langsford discusses the repercussions of this hist...
Financial planning
Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. ...
Financial planning
Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. Speaking at ...
Financial planning
The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...
Financial planning
The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...
Financial planning
Lynx Financial Services has set its sights on becoming one of the country’s biggest dealer groups with plans to grow adviser numbers to 250 within the next 18 months....
Financial planning
Lynx Financial Services has emerged as the financial planning growth engine for Mercantile Mutual....
Financial planning
Financial advisers will soon be rated by Queensland-based Adviser Ratings in or-der to provide consumers with a guide to financial advisers....
Financial planning
All financial advisers need to manage their clients' emotions, expectations and economics - the 3Es. Once the 3Es are managed, the rest will fall into place. An invest...
Financial planning
The new economy has brought with it new criteria for investor protection, a senior ASIC commissioner has told members of the FPA Melbourne chapter....
Financial planning
Fund manager, Armstrong Jones (AJ) has continued its incredible run in one of the New Zealand industry's top awards programs, racking up the Morningstar Fund Manager of t...
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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...