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FINANCIAL PLANNING PRACTICES
Financial planning
The average financial planning practice has a lot of room for improvement in major areas such as client communication and succession planning, according to data from fina...
Financial planning
Planners believe that on average a financial planning practice is worth between two and three times recurring revenue - with smaller practices far more popular, according...
Financial planning
Count Financial chief executive David Lane has strongly denied the dealer group has become a captive of the Commonwealth Bank's size and product set....
Financial planning
With little new business being written, most financial planning practices are reluctant to take on new staff - but there are still opportunities out there for recent grad...
Financial planning
AMP is helping AXA Financial Planning practices transition away from the AXA branding, a process which must be completed by March 2013....
Editorial
Financial planning practices often need to use the services of legal professionals. Samantha Hills gives tips on how to find lawyers and work with them to achieve the bes...
Financial planning
Van Eyk has acquired financial services consulting firm the Encore Group for an undisclosed sum....
Policy & Regulation
Buyer of Last Resort arrangements entered into decades ago are returning to haunt some of the major financial services institutions as growing numbers of older financial ...
Financial planning
The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....
Policy & Regulation
Non-aligned dealer group Capstone has welcomed a post-Future of Financial Advice (FOFA) world and has announced the recruitment of eight new financial planning practices....
Financial planning
The overlap between mortgage broking firms and other segments has raced ahead in 2011 as companies search for diversified revenue streams in a gloomy financial environmen...
Financial planning
Key AMP financial planning groups have retained Sequential Project Services to help them with regulatory changes stemming from the Government's upcoming Future of Financi...
Financial planning
Two Western Australian financial planning practices have joined the IOOF Advice Division....
Financial planning
Up to 70 per cent of financial planners have reported approaches by a rival dealer group to switch licensees in the past 12 months, according to a Midwinter survey....
Editorial
Putting aside the increasingly open question of whether the Gillard Labor Government will remain in power long enough to oversee the implementation of its Future of Finan...
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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?...