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FINANCIAL PLANNING
Editorial
While it may sound paradoxical, approaching financial planning like a friendship or relationship could be the key to improving professionalism, Nataliya Denisov writes. ...
Financial planning
The Findex acquisition of Crowe Horwath has hit headwinds with Barry Lambert claiming the bid does not offer sufficient value to shareholders....
Financial planning
Industry funds are as vertically integrated as anyone else and are guilty of hypocrisy when criticising such structures, according to Fiducian platform head, Patrick Jack...
Financial planning
Property giant Ray White has moved to distance itself from family-owned Wealth Market, stressing it will have no directional affiliation with the soon-to-be-launched vent...
Financial planning
Paradigm Wealth Management has almost doubled its funds under management to $350 million following its acquisition of Portfolio Managers....
Financial planning
Fiducian managing director, Indy Singh points to shape of company after forthcoming corporate restructure. ...
Financial planning
ASIC has the power to move to lift planner education standards, according to Finance Minister, Mathias Cormann....
Financial planning
Chan & Naylor flags SMSF loans flowing from new JV with Origin Finance to form Chan & Naylor Finance....
Financial planning
AMP chief executive, Craig Meller says self-interested parties are seeking to dumb down advice to just product selection....
Policy & Regulation
AMP chief exeuctive, Craig Meller says financial services reform has cost his company hundreds of millions of dollars and should be given time to work....
Life/Risk
New research suggests recent surges in group life premiums have ceded an advantage to individually advised products....
Editorial
Restoring confidence in the financial advice profession has become a catch cry for institutions recently, but the reality of the proposal is still a way off, Amelia Const...
Financial planning
New entrants should welcome change for the benefits it brings for clients...
Financial planning
Higher standards is the mantra but have planners dragged the chain on lifting them? ...
Financial planning
As the financial planning industry grapples with how to institute new professional and education standards, Jason Spits examines what mind-set and attitudes new entrants ...
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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...