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FINANCIAL PLANNING BUSINESS
Expert Analysis
The demand for financial planning businesses for sale isn’t decreasing but firms need to know how to value their business to achieve the best price, writes Fiona Ettles. ...
Features
The career paths of financial advisers have twisted and turned with every development and tweak of legislation in the industry. Jassmyn Goh finds out what career paths lo...
Financial planning
An oversupply of buyers and an undersupply of advice practices could lead buyers into making the wrong purchase, Paul Tynan warned....
Financial planning
Valuations of financial planning practices are set to stay steady over the next 12 to 24 months provided the banks maintain their current lending practices, a business br...
Editorial
The Commonwealth Bank has shrugged off its challenges to post a solid quarter....
Financial planning
The Commonwealth Bank has moved to lift education standards for planners, supervisors and managers of planners....
People & Products
IOOF-owned Bridges gets Perpetual’s Nick Langton as new CEO....
Financial planning
ASIC has outlined four key areas for regulatory improvement - including for a national exam, a wider register and greater banning powers....
Editorial
The strong performance of AMP’s financial planning business was not enough to offset a “challenging” year in the life insurance sector. ...
Financial planning
Platform provider netwealth has launched a mobile web app for advisers and announced a number of other major upgrades for 2014....
Editorial
In a bidding war that has lasted much of the year, The Trust Company board recently advised its shareholders to reject the latest takeover proposal by Equity Trustees in ...
Editorial
Christine Swanson was one of the key driving forces behind the launch of the Association of Financial Advisers’ Inspire initiative, which was created to connect and encou...
Editorial
Financial advisers should beware dealer groups that promise them the world during the courtship phase but fail to deliver once the marriage contract is signed, writes Ann...
Financial planning
Well-known financial services lawyer Peter Bobbin and his firm are now part of a wider legal and wealth management group after its parent company purchased a financial ad...
Financial planning
Law firm ILH Group has announced it will expand into the wealth management space by acquiring a financial planning business....
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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...