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FINANCIAL PLANNER
Financial planning
Professional Investment Services (PIS) has purchased the first online practice management manual produced in Australia with plans to roll it out across its dealer group....
Financial planning
Challenger International has turned the financial services sector’s push to have its proposed ‘growth pensions’ granted complying income stream status on its head, with t...
Financial planning
The number of consumers using a financial planner for advice has increased, particularly amongst the older generations, with people over the age of 35 more likely to use ...
Financial planning
MELBOURNE-BASED financial planner Neville Krynauw cannot understand why the cost of platforms for advisers keeps rising when the technology costs keep falling....
Financial planning
Ever wondered how your boss got their job? LACHLAN GILBERT gets on the job trail and talks to some headhunters and a few of the prize trophies....
Life/Risk
Are you thinking that risk insurance is not the force it once was? Well it may be time to think again as the product that built the industry re-asserts itself. JASON SPIT...
Financial planning
Would you like to get to know your clients, intimately? As tempting as it sounds, the truth is that most financial planners don’t. Except, that is, for Carolyn Berezovzky...
Financial planning
Rodney Gibson is a Queensland based financial planner and practising tax agent, and he’s on the hunt. Gibson is out to kill a few sacred cows at next months Queensland st...
Financial planning
The Financial Planning Association (FPA) is approaching state Government’s throughout Australia with a string of proposals in an attempt to find a legislative solution to...
Financial planning
How much does the planner sitting next to you earn? Are they more valuable than you? The easiest way to measure the monetary worth of a financial planner is by their job ...
Financial planning
Circumstances have made a Melbourne planning office become a model for the future. JOHN WILKINSON reports....
Financial planning
The Financial Planning Week national call centre has become a central awareness campaign for both the financial planning industry and the public alike....
Financial planning
The financial planner of the future will be a true service provider, outsourcing non-core activities to specialise in areas of expertise. NICOLE SZOLLOS talks to three pl...
Financial planning
BACK in the 1950s the future was seen as a time of jet-powered cars, plastic clothes and holidays on the moon. Far fetched, but given the potential of science and technol...
Financial planning
The proliferation of financial planning professionals puts potential clients in a quandary over how to choose an adviser. TOM COLLINS writes we may be at the point where ...
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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...