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FINANCIAL PLANNERS
Financial planning
FOS company secretary Nicolas Crowhurst defends its performance on planners, but acknowledges resolving issues without going to his organisation represents a good outcome...
Financial planning
Lawyers target planners as ASIC says PI is a risk management tool rather than a consumer protection mechanism....
Financial planning
While grandfathering appears to have put a halt on succession planning, the reality is that wider issues have been exposed and, as Jason Spits writes, planners are lookin...
Editorial
BlackRock Australia’s Jonathan Howie explains why ETFs can work in the best interests of clients and financial advisers. ...
Financial planning
Plannner sentiment has risen to pre-GFC highs following the election of a Coalition Government....
Financial planning
Roundtable told that planner short-termism has made it difficult for fund managers to take 'big’ positions....
ISN is urging financial advisers to recommend industry super funds based on long-term returns....
Funds management
The latest figures on the reverse mortgage market reveal a worrying trend of financial planners continuing to retreat from the market, DomaCom general manager - professio...
Financial planning
The Association of Financial Advisers (AFA) has announced the finalists of its 2013 AFA Adviser of the Year Award....
Accounting
ASIC data reveals the accountants’ limited licensing regime is already gaining traction....
Top 100
ANZ-owned insurer OnePath has been named the Money Management/DEXX&R Risk Company of the Year for the fourth consecutive year as part of the Adviser Choice Risk Awards. J...
Editorial
Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...
Superannuation
Only two in five Australians currently receive qualified financial advice, according to a recent survey conducted by the Financial Planning Association....
Editorial
Just days will separate two key conferences aimed at financial planners and advisers next month, but Mike Taylor writes that success or failure will not be judged solely ...
Life/Risk
It has become ever more important to be a planner’s most-used insurance provider, according to research by Investment Trends....
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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...