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Financial planning
Changes associated with the new tax system are far from complete, according to Mercantile Mutual national technical services manager Tony Negline....
Financial planning
Risk products that don’t pay commissions – you’ve got to be joking. Refunding trail commissions – too hard....
Financial planning
While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...
Financial planning
The Financial Planning Association (FPA) will announce a replacement for former FPA chief executive officer, Michael McKenna, in early October, according to FPA Chairman ...
Financial planning
The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...
Financial planning
Tax reform, new licensing laws and an added emphasis on professionalism and training is a turbulent time to become chairman of the Financial Planning Association. Jason S...
Financial planning
AXA’s Tasmanian dealership services manager Kate Stephenson has left the group to join Deloitte Financial Services....
Financial planning
Zurich Financial Services has added an interactive e-mail component to its web site but has stated it will not use the service to provide advice or sell products....
Financial planning
Industry research tells us that more and more people are turning to financial planners – but what do clients really think of their advisers? David Chaplin investigates....
People & Products
AXA’s Tasmanian dealership services manager Kate Stephenson has left the group to join Deloitte Financial Services....
Financial planning
Steve Helmich has been named as head of distribution in the wake of the departure of Neil Swindells who resigned from AMP to go to AXA a fortnight ago....
Financial planning
APIR Systems has got the ball rolling on an adviser numbering system with the launch of a dedicated development centre....
Financial planning
Financial services groups with global scale and reach will be the big industry winners in coming years, according to AXA Australia chief executive Les Owen....
Financial planning
Steve Helmich has been named as head of distribution in the wake of the departure of Neil Swindells who resigned from AMP to go to AXA a fortnight ago....
People & Products
The Financial Planning Association (FPA) has signed on JDC Allen & Associates as the recruitment agency in charge of forwarding candidates for the association’s chief exe...
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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...