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FINANCIAL PLANNING INDUSTRY
Financial planning
If Tom Collins, principal of the Tom Collins Consultancy, has been one of the most influential players through 2003 it is probably because the industry has, finally, come...
Financial planning
There is no doubt the Australian Consumers’ Association/Australian Securities and Investments Commission’s (ACA/ASIC) 2003 shadow shopping survey had a dramatic impact on...
Financial planning
Dealer groups don’t just happen, they evolve. John Wilkinson reports....
Financial planning
Zurich Financial Services Australia (ZSFA) has been issued the last of its eight Australian Financial Services Licences by the Australian Securities and Investments Commi...
Financial planning
Dealer groups that focus purely on risk are doomed, or are they? John Wilkinson reports....
Financial planning
In the last decade computers and technology have been responsible for many redundancies in the workplace, and those further down the financial services food chain could b...
Financial planning
Veteran risk adviser John Zwiers says the great trouble with the financial planning industry is that it pays lip service to the risk industry – and it has got to stop....
Financial planning
Financial planners are stepping into the insurance ring, and while they have textbook knowledge and software in their corner, do they have the skill set? Lucie Beaman rep...
Editorial
The investment industry has long been criticised for being reactive in its provision of products. Perhaps this is partly the result of the long lead time in getting a new...
Financial planning
Planners have next to no education in the area of direct property investment, which, according to some industry commentators, is a serious oversight. Mike Taylor reports....
Financial planning
Not all planners were first educated within the industry. Mike Taylor reports....
Financial planning
In the current financial planning industry, Paul Resnik argues that everyone is unhappy. But don’t worry – he has some solutions....
Editorial
Craig Phillips looks back at some of the big funds management groups no longer in operation....
Financial planning
Is there any way to accurately measure adviser quality, asks Robert Keavney....
Rate the raters
The technology produced by research houses for advisers to access and manipulate their research becomes more advanced and competitive every year. Lucie Beaman looks at wh...
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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...