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Financial planning
After eleven months of uncertainty, financial advisers now have a clearer indi-cation as to how the changes to the investment rules for superannuation funds, announced in...
Financial planning
Some financial advisers are up in arms at news that St George Bank is withdrawing the Advance Management Instalment Gearing Product (IGP). The bank plans to phase out the...
Financial planning
The New Zealand office of Equitilink has closed its doors after more than 10 years in business....
Financial planning
Financial Services could soon be the latest product line for network marketers similar to those who have reshaped the cosmetics and healthcare industries....
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
The overwhelming majority of financial advisers know very little about wrap accounts....
Financial planning
Regulators are set to apply the heat to financial planning groups and broking groups on Y2K readiness, following apparent apathy over the problem....
Financial planning
Former Adviser Investment Services (AIS) planners Bill O'Sullivan and Debbie Thompson have decided to venture forth on their own, setting up financial plan-ning group Tri...
Financial planning
Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...
Financial planning
In today’s increasingly sophisticated investment environment, it is more important than ever for financial advisers to keep up with new types of investment products on th...
Financial planning
Independent advisers are coming under growing pressure as several industry funds look to setting up their own financial planning bodies....
Financial planning
Macquarie has launched what it believes is the first venture capital fund aimed directly at financial advisers....
Financial planning
The unpopular Life Insurance Conduct and Disclosure (LICD) Bill has been scrapped by the Federal Government....
Financial planning
Should financial planners advise on direct shares?...
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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...