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FINANCIAL PLANNERS
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Highly volatile markets and regulatory uncertainty have continued to take their toll on financial planner sentiment, according to the latest data released by Wealth Insig...
Financial planning
Financial planners and paraplanners remain an ongoing hotspot of demand as the wealth management industry continues to battle candidate shortages, according to the latest...
Financial planning
AustralianSuper has announced the launch of an online financial advice offering for its members, which the big industry funds says will help people 'self-start' their sup...
Financial planning
Elixir Consulting has launched a follow-up survey to its Adviser Pricing Models Research which looks at obstacles and methods used by financial planners in creating a fee...
Editorial
Samantha Hills provides tips for financial planners on how to manage and avoid conflicts of interest when dealing with clients, ahead of the proposed FOFA changes....
Financial planning
Two Western Australian financial planning practices have joined the IOOF Advice Division....
Financial planning
Industry experts suggest that the financial planning industry is experiencing an era of change no less significant than the 2001 financial services reform. While this pre...
Financial planning
Almost half of financial planners have received soft dollar benefits from businesses other than their dealer group, but only 7 per cent were given incentives valued over ...
Financial planning
BT Financial Group is seeing results from a drive to increase the proportion of its high net worth banking customers who also use the group for their wealth management ne...
Financial planning
As the financial planning industry moves towards a fee-for-service environment, there is a pressing need to ensure clients understand exactly what they are paying for, ac...
Superannuation
Recent SMSF growth highlights the need for more specialised adviser training in the sector, according to Vanguard's Robin Bowerman....
Financial planning
Guardian has begun offering free risk-based statements of advice to its financial planners using an in-house paraplanning service....
Funds management
Centuria Property Funds has seen a pickup in enquiries from financial planners over the past four months as an increase in volatility sends investors back to unlisted pro...
Financial planning
ASFA urges better clarity on FOFA legislation to ensure planners are not exposed to vexatious litigation over scaled advice and best interests....
Financial planning
Responsible investment has attracted increasing interest from financial planners and this interest is set to increase with the commitment of the Government to the introdu...
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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...