FINANCIAL PLANNING PRACTICES
Financial planning
The principals and directors of financial planning practices will need to ensure they, their planners and their employees have appropriately nominated the superannuation ...
Financial planning
A slow acquisition period for financial planning practices in the second half of 2009 may be the result of principals sitting back to see what eventuates in the marketpla...
Financial planning
Financial planners’ revenues may have bounced back with the increase in equity markets, but caution and conservatism remains amongst advisers, according to Centric Wealth...
Financial planning
DKN Financial Group has made a minority investment in regional financial companies BMG Partners and BMG Financial Planning....
Financial planning
Perpetual has confirmed it is looking to acquire planning practices specifically targeted at high net worth individuals....
Financial planning
There is a misconception that during the global financial crisis banks changed their lending criteria for those looking to acquire financial planning practices....
Financial planning
Joe Hockey has promised the Liberal Party will not support a decision by the Rudd Government to ban adviser commissions....
Financial planning
Consultancy companies that customise the XPLAN financial planning software system are simply offering a service, although there is a concern that those without the requis...
Financial planning
The CFP designation has become cemented as an industry benchmark....
Financial planning
As a result of the ongoing Government inquiries into the financial services industry, advisers will need to offer clients the "best products" - not just those pushed in-h...
Financial planning
In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller prac...
Editorial
Regional financial planners face the same broad issues as those in metropolitan areas, but they also face a number of issues that city slickers do not....
Editorial
With practices no longer able to rely on strong returns to help retain and attract clients, a strong value proposition can make or break a financial planning practice, wr...
Editorial
Financial planning companies and individual planners have been the subject of severe adverse findings by Financial Ombudsman Service panelists. ...
Financial planning
Financial planners have not been spooked by the reportage and speculation flowing from the Ripoll inquiry, but many are acknowledging that it has impacted the valuations ...
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MARKET INSIGHTS
Podcast
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...