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FINANCIAL PLANNER
Financial planning
There is little doubt that ASIC’s decision to remove one of the last hurdles for fully fledged electronic prospectuses is good news for fund managers....
Financial planning
It is interesting to see how, despite the temporary dictates of current fashion, certain values always come into their own. Right now “trust” is an old fashioned value of...
Policy & Regulation
Financial planners are in the midst of a tax revolution. The revolution means that a tax-effective structure or strategy used by a financial planner or accountant six mon...
Financial planning
The 1999 Financial Planner of the Year is Peter Dunn. Dunn, sole director and owner of Melbourne-based Moneyplan, is an industry stalwart. In spite of keeping up the jug...
Financial planning
Until financial planners shrug off their sales persona, they will not build trust rela-tionships with their clients, according to a keynote speaker at the FPA Convention....
Financial planning
Every financial planner’s practice is a franchise just waiting to happen. Instead, how-ever, most are so busy working that they do not have the time to get rich....
Financial planning
Today’s financial planners don’t need to be superheroes in order to attract new cli-ents. Or do they?...
Financial planning
All planners know the pitfalls of recommending investments that do not fit the risk profile of their clients. Putting aside the ultimate scenario of a disgruntled investo...
Financial planning
“How do you determine a client's risk profile?”...
People & Products
Steve Blanche has departed AC&L to join MLC Adviser Solutions as the national sales manager, protection....
Financial planning
The Financial Planning Association (FPA) has added one new face and returned three long serving FPA board members to its board....
Financial planning
The changing face of Australia's financial services and those using them has meant the role of the financial planner is greater than ever. As a result if the sale pitches...
Financial planning
“This issue is a huge sleeper and it makes John Laws look like a bloody Franciscan monk.”...
Financial planning
On average, Australian women are outlasting their men by five years, creating an interesting and growing niche market. ...
Financial planning
Migrants can be an affluent market for financial planners, but, it seems, also a difficult one which requires much patience and hard work before it pays off. ...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...