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FINANCIAL PLANNERS
Financial planning
The Financial Planning Association (FPA) has criticised planners who term client risk profiles as either ‘conservative’ or ‘aggressive’, arguing that such an approach can...
Financial planning
BT Financial Group has struck a deal with six dealer groups renewing agreements to provide them with its wrap platform for five years....
Financial planning
The Financial Planning Association (FPA) has rolled out a series of business tools targetting specific areas including the terms of engagement between advisers and client...
Financial planning
InvestorWeb Research, in an attempt to increase its brand awareness in the market, has signed a deal to offer its full range of research services to students of financial...
Financial planning
Ipac Securities has established one of the first ever financial planning firms in Singapore, taking about $1 million dollars in funds under advice in its first months of ...
Financial planning
Financial planning software provider Syscorp has signed an alliance with Computer Science Corporation (CSC) for the latter to act as a distribution channel for Syscorp’s ...
Superannuation
Advisers need to take special care when working on estate plans for divorced clients. Julie Bennett reports....
Rate the raters
The technology produced by research houses for advisers to access and manipulate their research becomes more advanced and competitive every year. Lucie Beaman looks at wh...
Financial planning
A growing number of financial planners are ordering dealer groups to sign restraint of trade agreements to protect their client bases and opting not to sign-up with group...
Financial planning
A national scheme of professional standards legislation will lower the cost of professional indemnity (PI) insurance and remove restrictions on the services offered by fi...
Financial planning
The Financial Planning Association (FPA) has criticised the Australian Competition and Consumer Commission’s (ACCC) Public Liability and Professional Indemnity Insurance ...
Financial planning
Van Eyk Research and the original creators of Visplan have joined forces to build a rival financial planning software tool and are set to roll it out for use in the next ...
Financial planning
AXA Financial Planning has used its localised planner support network and an internationally recognised brand to grow its planner numbers by over 300 in the past four yea...
Financial planning
Paul Resnik goes in search of some of the answers to the problems currently facing the financial planning profession....
Financial planning
Almost seven years ago Robbie Bennetts met with the founding accountants and financial planners who were to become the first advisers within Professional Investment Servi...
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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?...