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FINANCIAL PLANNERS
Financial planning
The Financial Planning Association is canvassing its members on their exposure to failed agribusiness managers Great Southern and Timbercorp....
Financial planning
Licensing system allowing product providers to hold financial services licences should be investigated....
Financial planning
Planners served notice by regulator but reports of home and office raids incorrect....
Life/Risk
Professional indemnity costs are rising, and so are the hurdles financial planners have to meet to secure a policy....
Financial planning
Over the past 21 years Queensland financial planner Martin Kerrigan has had nearly 30 face-to-face meetings with promoters of agribusiness managed investment schemes, des...
Financial planning
The level of share ownership in Australia has fallen by 14 per cent since 2004, during which time shareholders have increasingly turned to financial planners for advice....
Financial planning
Perpetual chief executive David Deverall has used a company update to suggest that further industry consolidation is inevitable....
Financial planning
A warning to investors by ASIC yesterday that consumers were sometimes encouraged to borrow more money than they actually need was not necessarily aimed at financial plan...
Financial planning
The industry funds campaign against financial planners' commissions may benefit the retail funds sector, writes Robert Keavney....
Financial planning
Consistent with industry moves to phase out commission-based remuneration models for financial planners, a recent report shows advisers have increasingly opted for fee-fo...
Financial planning
Will provide a united voice in addressing the conflicts of interest plaguing advisers' reputation....
Financial planning
The Investment and Financial Services Association has confirmed its members will create a clear divide between product and financial advice costs from next year....
Financial planning
Rising costs and tighter margins making it harder for individuals to run a financial planning business....
Financial planning
The payments made by product providers and investment platforms - otherwise known as volume bonuses and shelf space fees - are beginning to be questioned, but rebates at ...
Financial planning
Is this the end of the honeymoon period for the partnerships between product providers and dealer groups? Another submission to the parliamentary inquiry has given a damn...
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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...