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FINANCIAL PLANNING PRACTICES
Financial planning
The debate about so-called 'transition payments' being paid to planners is 'a little overhyped', according to financial planning consultant Wayne Wilson....
Financial planning
ClearView Wealth has recruited six new financial planning practices in July, bringing the total number of advisers in the dealer group to 78....
Policy & Regulation
Association of Financial Advisers looks to take facilitative approach on implementation of the Future of Financial Advice regulations....
Funds management
Mortgage aggregator Vow Financial has continued the growth of its wealth management offering with a new joint venture in Melbourne....
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....
Financial planning
Financial planner sentiment has shown little recovery so far in 2012, with planners remaining deeply cautious amid continuing bad news out of the Eurozone and uncertainty...
Policy & Regulation
Radar Results points to likely increase in practice sales as financial planners position ahead of 2013 FOFA implementation....
People & Products
Australian Financial Services has appointed Danielle Nugent as regional manager for Victoria and Tasmania....
Financial planning
Matrix Planning Solutions has added Gold Coast-based Entire Financial Management to its member network....
People & Products
Former AFS Group chief executive Pater Daly has joined one-stop-shop wealth management group Yellow Brick Road to aid its bid to recruit additional financial planning pra...
Financial planning
Many planners would like to retire, but their succession plans are being disrupted because dealer groups only want to preserve funds under advice, says Kenyon Partners ch...
Financial planning
Research house Zenith Investment Partners has signed two financial planning practices to its new client list for 2012....
Editorial
Is any sensible financial planning principal capable of resisting the offer of up to $1 million to change dealer groups and/or corporate allegiance?...
Editorial
As a number of dealer group heads have found themselves out of a job, Mike Taylor writes that it is symptomatic of the impending death of the traditional financial planni...
Financial planning
Professional indemnity insurance premiums for planning practices are up 30 per cent from last year, according to Alexis Insurance Brokers principal Christina Kalantzis....
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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?...