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FINANCIAL PLANNER
Financial planning
Salary freezes and reductions, job cuts and drawn-out recruitment processes: challenging times lie ahead, but the diversity of the financial services sector means a varie...
Financial planning
Financial planners are venting their frustrations regarding real and perceived conflicts of interest created by commission payments to the parliamentary inquiry into the ...
Life/Risk
Sixty per cent claim their main concern was ensuring that the family mortgage would be paid if the unexpected happened....
Financial planning
In his second submission to the parliamentary inquiry into banking and financial services, Queensland financial planner Bruce Baker argues that with or without commission...
Financial planning
The Financial Planning Association is a key industry body, but it’s time for it to evolve into a greater force, writes RAY GRIFFIN....
Editorial
It would have come as no surprise to the chief executive of the Financial Planning Association, Jo-Anne Bloch, that she was subject to some stern questioning from the flo...
Life/Risk
Is insurance really all about product and price, asks CHRIS KIRBY....
Financial planning
Under the new margin lending regulations, margin lenders will have responsibility for informing clients of margin calls, unless separate arrangements are put in place to ...
Financial planning
Financial services lawyer Peter Bobbin has rejected calls for more regulation around the roles played by financial product salesman and financial advisers, saying a recen...
Editorial
The fees paid for tax returns prepared by an accountant are tax deductible. Should the same apply to a visit to your financial adviser?...
Financial planning
Financial planners are more than advisers, they're life coaches, writes Steve Helmich...
Financial planning
Also criticises the transfer of the Financial Literacy Foundation to the Australian Securities and Investments Commission....
Funds management
The number of advisers and investors using exchange-traded funds (ETFs) is set to grow significantly, according to a study by researcher Investment Trends....
Financial planning
Moves to plug the awareness gap about financial planning among university students....
Financial planning
Super switchers are failing to get financial advice but most have very low account balances and are migrating to industry funds....
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MARKET INSIGHTS
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...