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Financial planning
Financial planners are expected to get the first glimpse at the latest get tough approach to policing the profession this week, with the Financial Planning Association (F...
Financial planning
The Financial Planning Association and the Investment and Financial Services Association, have released a finance industry guide on rebates and related payments....
Financial planning
IWL has delivered a strong first quarter result after posting a 15 per cent hike in operating revenue buoyed by favourable economic conditions and an expedient implementa...
Financial planning
Financial planners who disclose soft dollar payments under a new industry code of practice could be hit with a hefty tax bill....
Financial planning
Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...
Financial planning
More and more financial planners are getting into risk insurance, but it is not as straightforward as it may seem. For the first time, the FPA will tackle some of the iss...
Financial planning
The last place financial planners want to be if the world’s economic plates shift is with their heads in the sand. Ray Griffin wonders whether many planners are prepared ...
Financial planning
Shadforths associate and private client adviser Tony Gray is in an enviable position....
Financial planning
As a lawyer-cum-financial planner, Robert Kiddell has a foot in two worlds, and the leads to match....
Financial planning
Ever wanted to build a client list of doctors, lawyers and other high-net-wealth individuals? Or is it blue collar workers retiring with a big super payout that takes you...
Financial planning
The youth of today are just too lazy and apathetic to think about going to a financial planner, right?...
Financial planning
The number of financial planners prepared to use three or more master trust or wrap platforms has more than doubled over the last year - and it could be a newer class of ...
Financial planning
Financial planners who receive payments for using investment platforms will face tougher disclosure requirements under new guidelines being considered by the Financial Pl...
Financial planning
Advisers have been urged to stake a claim in the burgeoning $210 billion corporate superannuation market as the industry braces itself for the implementation of the choic...
Superannuation
Another opportunity seems to have slipped by for politicians to get real about a national retirement and savings plan, writes Ray Griffin....
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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...