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FINANCIAL PLANNERS
Financial planning
Planning firms have moved into mortgage broking because of the poor quality of the advice handed out by brokers....
Financial planning
The FPA welcomes continued primacy of ASIC in regulating planners on tax advice....
Financial planning
If the shift to a fee-for-service model does come into play next year as part of the Government’s Future of Financial Advice (FOFA) reforms, it is expected that lis...
Editorial
Financial planners may be upset with Club Plus' Paul Cahill for some of his recent comments, but they should embrace his acknowledgement of the value of advice, Mike Tayl...
Editorial
Another round of research aimed at defining the attitudes of financial planners appears to have confirmed the existence of a generational divide on some of the key questi...
Financial planning
Consolidation is the big news in the financial planning platform industry. Janine Mace looks into how this is affecting the sector....
Financial planning
As the financial planning platform industry enters a new year that will see big changes, Janine Mace discovers it may not all be plain sailing....
Financial planning
The financial planning industry appears to have extracted a workable truce on rules about the provision of tax advice....
Financial planning
Those who are in favour of opt in probably do not run their own business and do not understand the costs of implementation, according to the founder of an online petition...
Superannuation
Representatives of some financial planning industry bodies have expressed anger over the lack of planner representation on the newly formed Stronger Super Peak Consultati...
Editorial
Ashleigh McIntyre examines current remuneration packages and CEO salaries in the financial services sector....
Editorial
Milana Pokrajac takes a look at recruitment in the wake of the GFC and considers the impact this has had on the job market....
Editorial
Rather that focusing exclusively on the Future of Financial Advice reforms, the Government needs to clear up all the outstanding policy issues in financial services, writ...
Financial planning
Many financial planners are progressively making changes to their business models as they shift towards the high-net-worth (HNW) client segment, according to Investment T...
Financial planning
Teaching financial planning in schools is long overdue, particularly considering young people already struggle with their personal finances, according to a new survey rel...
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MARKET INSIGHTS
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...