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FINANCIAL PLANNERS
Financial planning
Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...
Features
Financial planners’ salaries are on the rise with increasing numbers reporting that their annual incomes have tipped over the $220,000 mark, the Money Management Salary S...
Financial planning
Paraplanners are more likely to hold a third level qualification than financial planners, the Money Management Salary Survey reveals....
Financial planning
Australia’s financial planning industry should look at employing more staff to secure the loyalty of planners, the Money Management Salary Survey reveals....
Financial planning
Planners employed by superannuation funds are almost twice as likely to believe they should earn more than $300,000 a year than others in the industry....
Financial planning
The academic achievements of financial planners is rising with an increasing number now holding Post Grad qualifications, the Money Management Salary Survey reveals....
Financial planning
Planners working for independent firms are faring better in the pay rise stakes than their institutional counterparts, according to a survey....
Editorial
Many financial planners may choose to leave the industry over the next two years, but the Government and the regulators can minimise those exits by getting the transition...
Financial planning
Valuations for planning practices are set to fall by up to 15 per cent over the next five years as reforms hit the sector....
Accounting
Limited licensing for accountants could be a chance for planners to provide peer-to-peer mentoring to accountants and bridge the gap between the two sectors....
Financial planning
CommSec has reported a sharp increase in demand for foreign owned shares, as investors seek to reduce their exposure to the local share market....
Financial planning
Midwinter and SuiteBox have teamed up to provide virtual advice software for advisers who find it difficult to have regular face-to-face meetings with clients....
Financial planning
The majority of financial advisers support the push for higher education standards, Kaplan Professional believes....
Financial planning
In more fall-out from its investigation into the Sherwin Group of companies, ASIC has started an investigation into the operation of Money Market Accounts held by Sherwin...
Financial planning
Financial planners aspiring to incomes in excess of $220,000 may be best advised to go west, the Money Management Salary Survey reveals....
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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...