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FINANCIAL PLANNERS
Financial planning
Financial Planning Association stalwart Ken Breakspear has been anointed chief executive of the association....
Financial planning
St George has spent $10 million on a 7 per cent stake in burgeoning accounting and financial planning consolidator Stockford, valuing the group at nearly $150 million....
Financial planning
About 3,500 financial services professionals, including 100 Australians, crammed into a Boston conference venue to catch the US-based FPA annual conference, Success Forum...
Financial planning
A number of Australia’s leading financial services consultants have been traversing the nation for the past month as a part of the FPA Roadshow. Money Management caught u...
Financial planning
Credit Suisse First Boston’s private stock broking arm has embarked on a strategy to entice financial planners to use its stock research, trading and portfolio services w...
Financial planning
Nearly four out of five financial planners feel confident enough about using the Internet to perform online transactions for their clients, according to a Colonial First ...
Superannuation
Financial planners are steering away from self managed super funds (SMSFs), due to a lack of confidence about advising on the sector, according to Strategist Group di-rec...
Financial planning
Too many business relationships between financial planners and the accountants who refer clients fail due to poor structure of the relationship, says Shirlaws partner Chr...
Financial planning
The movie image is always the same – the cool, calculating suit, watching stock figures float down the lap top screen until at some point he speed dials his broker and sh...
Financial planning
Who is best qualified to give advice, accountants or planners, has been a long running debate. John Wilkinson looks at how this debate is developing and the influence of ...
Financial planning
While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...
Financial planning
Financial planners and boutique fund manager Fiducian Portfolio Services closed on its first day of trading just four cents down on its $1.20 issue price....
Financial planning
About 3,500 financial services professionals, including 100 Australians, crammed into a Boston conference venue to catch the US-based FPA annual conference, Success Forum...
Financial planning
Tower Australia has acquired a sizeable stake in financial services group, Financial Services Partners (FSP), in an effort to reposition its distribution for the arrival ...
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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...