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Financial planning
Mortgage Choice has discovered that more than one third of Australia’s property loan borrowers have no idea about the loan process, with a further 18.8 per cent purchasin...
Financial planning
A new award for financial planners has demonstrated the value of professional financial advice, according to the Financial Planning Association...
Financial planning
Statistics released by ING regarding consumer and adviser sentiment toward financial planning services have revealed a significant divide exists on the type of issues cli...
Financial planning
In an effort to ensure a smooth implementation of the Principles to Manage Conflicts of Interest, the Financial Planning Association has issued a set of guidelines to its...
Financial planning
The majority of financial planners feel a rogue element among their ranks or media beat-ups are chiefly responsible for the negative perception associated with the financ...
Financial planning
Aspiring advisers were brought down to earth last night by industry commentator Ross Greenwood who told those thinking of financial planning as a get-rich-quick scheme to...
Financial planning
A NAB financial planner has pleaded guilty to charges of deceiving a number of the bank’s clients into investing in a Bahamas-based entity that went on to sustain collect...
Financial planning
The continuing trend of investment management firms concentrating on either manufacturing or distribution will create a “new independent advice world”, where financial pl...
Financial planning
Five out of six Australians have inadequate insurance cover to guard against the loss of their income in the event of illness or injury, according to a survey conducted b...
Financial planning
The Financial Planning Association (FPA) has won a rare accolade from a major superannuation fund, with Tasmanian-based Tasplan praising the efforts of the FPA to improve...
Financial planning
The FPA will resume its value of advice advertising campaign, with Dazza and his well-intentioned yet dubious quality financial advice set to return to television screens...
Financial planning
Scott Keeley decided he had to make a career change by the age of 30, or remain a public servant forever. He chose a career in financial planning and joined a small pract...
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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...