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FINANCIAL PLANNING BUSINESSES
Financial planning
The FPA has launched a campaign called ‘Bulletproof Financial Planning’ to promote best practice in the industry and support members through the FOFA transition....
People & Products
Founder and former chief executive of Finovia Group, Geoff Pritchard, has joined Elixir Consulting as a business coach to service the company's Melbourne and Perth market...
Financial planning
Employers need to ensure they are continually engaging and rewarding staff as part of their retention strategy as the year comes to an end....
Financial planning
It was Michelle Tate-Lovery's drive to professionalism and focus on client education which won her the 2012 Money Management Financial Planner of the Year title. Milana P...
Financial planning
Financial planning businesses should conduct a health check of how they are tracking as they approach the end of the calendar year, according to Macquarie Practice Consul...
Funds management
Fund managers have been accused of neglecting the needs of retail clients and catering to the institutional market....
Financial planning
Macquarie Practice Consulting has recommended financial planning businesses re-examine their overall business health, including revising whether their referral partners a...
Financial planning
Outdated manual compliance operations coupled with an increasing workload and loss of experienced practitioners threatens to create a massive compliance risk for dealer g...
Financial planning
Wealth Today attributes a combined mortgage broking and financial advice service offering (based around the upskilling of brokers) for its rapid recent growth....
Financial planning
Dealer groups aligned with big institutions should be honest with consumers and describe themselves as 'agents' of their parent company, says Paragem managing director Ia...
Financial planning
Financial planning groups are restructuring salary models to make sure their planners are rewarded after the ban on commissions officially comes in on 1 July 2013....
Top 100
Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....
Editorial
Mike Taylor writes that the sale of client books entailing trailing commissions will look utterly incongruous in a post-FOFA world unless financial planners are actively ...
Financial planning
A Radar Results analysis of 500 financial planning businesses has found larger practices earn around three times as much in annual fees per client as smaller practices....
Policy & Regulation
The Opposition is demanding the Government reveal the costs and benefits of its FOFA legislation....
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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...