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FINANCIAL PLANNING INDUSTRY
Financial planning
The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....
Financial planning
The drought on the risk master trust front has been broken by the news that Professional Investment Services will launch a risk master trust product. FIONA MOORE reports ...
Financial planning
While estate planning has been around for many years, its popularity with both advisers and investors is increasing. NICOLE SZOLLOS speaks to industry professionals to fi...
Financial planning
ON first reading, it seems too good to be true. “In a victory for clients, FPA Health will reopen all its centres and provide services from today as a result of obtaining...
Financial planning
A MAJORITY of Queensland-based financial planners would prefer to listen to other planners and individuals with their own practices at industry conferences, according to ...
Financial planning
Gearing has become a little too popular recently for DOMINIC McCORMICK, who says the reasons for its growth are not always in the interests of the client....
Financial planning
Money Management has conducted an impromptu poll of the financial services sector, asking key stakeholders for their opinions on the new Financial Services Reform Act (FS...
Editorial
I HAVE asked dozens of financial planners where they add value to their clients. Their usual response is through advice and strategy....
Financial planning
Australian sharemarket information system Iress Market Technology Ltd said today it would merge with web based financial advisory technology company IWL Ltd....
Financial planning
The Financial Planning Association (FPA) is approaching state Government’s throughout Australia with a string of proposals in an attempt to find a legislative solution to...
Superannuation
The average level of superannuation savings will not provide retirement incomes for retirees, and the statutory contributions are not much help for baby boomers either....
Financial planning
Financial planners could soon be linking up with Government agencies to provide financial advice to low income clients, according to Liberal Senator Ian Campbell....
Financial planning
The Australian Tax Office (ATO) has lost a case in the Federal Court in which it argued that a stock broker had breached tax laws relating to the Alienation of Personal S...
Financial planning
How much does the planner sitting next to you earn? Are they more valuable than you? The easiest way to measure the monetary worth of a financial planner is by their job ...
Financial planning
As a financial planning practitioner I have seen significant change to the industry in terms of consumer expectations, product design and flexibility, educational standar...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...