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FINANCIAL PLANNERS
Financial planning
A trend away from the low-cost dealer group model has emerged among financial planners, according to Radar Results....
Financial planning
The requirement to prove $15 million in demand from financial planners will have an impact on the number of products coming into the industry....
Accounting
The advent of industry-wide fee-for-service could see many more accountants expand into financial planning, with the potential for accountants to promote themselves as lo...
Financial planning
As the Ripoll Inquiry probes deeper into some of the failures in the financial planning industry, the Association of Financial Advisers has urged greater planner focus on...
Superannuation
Clients providing financial assistance to their adult children's families are at risk of compromising their own retirement strategy....
Financial planning
A single national financial planning disciplinary committee should be established to replace the disparate committees of the industry associations, according to Anthony V...
Financial planning
Sydney-based asset manager Astarra Asset Management has reached a milestone, managing $1 billion dollars of investors' assets, according to chief executive Shawn Richard....
Editorial
Amid the push to boost education standards in the financial planning industry, experience will still be central to protecting the interests of clients....
Editorial
Reading their submissions to the Ripoll inquiry, it's clear that not only do ASIC and Treasury hold very different views, but Treasury, in particular, has no desire to se...
Financial planning
There is an opportunity for 10 per cent to 15 per cent of active mortgage brokers to break into the financial planning world....
Financial planning
The collapse of Great Southern should serve as a salutary lesson to the industry of the dangers of single-product licensing of advisers, according to CPA Australia's seni...
Financial planning
A financial planner intends to use websites to attract Generation Y clients to his Melbourne-based practice....
Financial planning
The 21st Money Management Financial Planner of the Year award is underway, with entries being accepted until Monday, September 28, 2009. The winner will be jetting off to...
Financial planning
New Investment Trends research has revealed the degree to which confidence in managed funds and financial planners has taken a hit....
Financial planning
Advisers must overcome their clients' emotionally-driven approach to investment risk....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...