FINANCIAL PLANNING FIRMS

Financial planning

Melbourne-based financial planning business FMD Financial has acquired two advisory firms - Investwell Financial Planning and Financial Lifestyle Managers....

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Financial planning

John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....

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Financial planning

The dynamics underpinning the sale of financial planning practices have changed, with profitability now a more appropriate measure than EBIT....

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Financial planning

Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....

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Financial planning

Although clients’ tax issues are the main focus for financial advisers at this time of year, as business owners and employers they also need to ensure enough time is set ...

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Financial planning

Fiona Mackenzie presents the top 10 tips for financial planners for focusing on client relationships and value propositions in 2012....

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Editorial

How do you keep financial planning clients engaged for the long-term in an age of instant gratification and continuing market volatility? The answer may lie in the client...

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Financial planning

The fallout from a variety of managed investment schemes (MISs) that collapsed following the onset of the global financial crisis continues to play out through the Financ...

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Editorial

Financial planners need to develop new business models that take into account the two phases of retirement - active and elderly, according to Phil Galagher....

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Financial planning

Financial planning fees are the most commonly mentioned barrier to consumers taking up financial advice, according to CoreData's latest mystery shopping exercise conducte...

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Financial planning

As the financial services sector braces for major change flagged by the Federal Government more than a year ago, companies within the industry are becoming increasingly v...

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Life/Risk

Mortgage aggregator Vow Financial, which has recently entered the financial planning space, will also start offering insurance services to its clients through its newly f...

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Editorial

With the recent one-year anniversary of Julia Gillard toppling Kevin Rudd as Prime Minister and leader of the Federal Parliamentary Labor Party, the Australian financial ...

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Financial planning

AMP has launched a financial planning-focused 'university challenge' aimed at giving university students greater access to the financial planning profession....

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Editorial

A strong line of argument is being pursued by sections of the financial planning industry that the Government has been focusing its Future of Financial Advice (FOFA) chan...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

1 day 5 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

1 day 6 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 day 6 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago