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Financial planning
There is an unfair bias in the reform agenda against advisers, and more attention should be paid to researchers and product providers, according to the Financial Planning...
Financial planning
The FPA calls for industry support to give its DollarSmart program more impetus....
Editorial
To be recognised as true professionals, financial planners need the equivalent of a degree qualification. The FPA's Certified Financial Planner designation is not enough,...
Financial planning
FPA Confidential has resulted in 12 formal investigations since it was launched in February....
Financial planning
The lacklustre recovery from the global financial crisis can be seen in the growth or decline in planner numbers and FUA, writes Benjamin Levy....
Financial planning
Financial planning industry bodies must be careful taking sides during the election campaign - but at the same time they must continue stating their positions, writes Mik...
Financial planning
Diversifying an advice practice through acquisitions can become an expensive exercise when advisers don't have the expertise to retain the clients they paid for, argues A...
Financial planning
Praemium forecasts finally moving into a cash flow positive position at the end of the next financial year....
Editorial
The Cooper Review doesn't say anything about superannuation that financial planners didn't know already, writes Mike Taylor....
Financial planning
Mark Thomas argues that financial planners must convince their spooked clients that index management and term deposits are the wrong strategy....
Financial planning
The make-up of the board of the Financial Planning Association (FPA) is not adequately representative of practising financial planners, according to recently resigned FPA...
Financial planning
Sydney-based boutique financial planning firm Financial Spectrum has launched a financial planning practice start-up and training program aimed at developing advisers out...
Financial planning
Contrary to the concerns of many in the financial planning industry, the vast majority of phone-based intra-fund advice services offered by industry funds are manned by f...
Editorial
The electoral cycle has overtaken the Government's agenda to change the financial planning industry and, as Mike Taylor reports, the ultimate outcome will be dictated by ...
Financial planning
Today is the last chance financial planners have to voice their opinion in the Money Management Rate the Raters survey....
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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...