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FINANCIAL PLANNERS
Financial planning
In light of some dealer groups making a move towards improving their own professional standards, there have been more calls for higher education standards for financial p...
Financial planning
A new jobs analysis reveals that planners, paraplanners and CFPs are back in demand....
Financial planning
Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...
Financial planning
Accountants move to increase their foothold in the financial planning arena with new association....
Superannuation
There is little point in starting a SMSF with less than $1 million in assets, according to Chant West principal Warren Chant....
Financial planning
The number of financial planners seeking advice and information on selling up their practices has increased dramatically since the elections, according to Radar Results....
Editorial
What should the Australian financial planning industry make of the appointment of Bill Shorten as the Assistant Treasurer and Minister for Financial Services and Superann...
Financial planning
The FPA has launched an online education tool designed to help planners through the early trust building phase of a client relationship....
Editorial
It is now certain the industry funds' campaign against financial advice commissions will continue. Far less certain is the manner in which the minority Government will co...
Editorial
Fiducian's Merton Miles explains the main principles financial planners must adhere to if they are to meet the needs of their clients....
Financial planning
A Melbourne law firm has assisted financial planners in postponing a meeting of Willmott Forests grower investors....
Funds management
It costs anywhere between $30 million and $100 million to establish a retail investment platform and the ACCC believes no new players will be ready to ante up – par...
Editorial
It is now clear that the failure of many fund managers to appropriately navigate the global financial crisis has caused many investors to question the ultimate value they...
Financial planning
There is not enough detail about the annual opt in reform to take a stand for or against it, although it may be appropriate for ‘inactive’ clients, according ...
Financial planning
Advisers who have found their ‘revenue world shrinking’ are now considering residential property advice, according to the Ironstone Group’s Jason Isherw...
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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...