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FINANCIAL PLANNING
Financial planning
Mortgage Choice sells off part of its business to focus on financial planning arm and other new initiatives. ...
Financial planning
FPA chief executive Mark Rantall says planners still want clarity around the TASA requirements....
Financial planning
New online advice platform offers full financial plans for as little as $199....
Life/Risk
The risk insurance industry is often defined by its challenges, with under-insurance, lapse, regulation and competing direct propositions unlikely to disappear. Despite t...
Editorial
SFGA looks to expand into trusteeship arena while continuing to grow its planning footprint. ...
Editorial
IOOF chief executive Chris Kelaher signals the company will look for growth off the back of a solid result underpinned by advice and inflows. ...
Superannuation
Generation Y are disengaged with their super and planning advice and rely on employers and families for investment advice. ...
Financial planning
The FPA warns the Government some FOFA amendments could re-introduce commissions into the advice space and increase the risk of mis-selling. ...
Financial planning
Aligned and non-aligned advice should be covered by separate legislation and definitions, according to an advice business broker....
Editorial
The strong performance of AMP’s financial planning business was not enough to offset a “challenging” year in the life insurance sector. ...
Funds management
Some Australian-based fund managers have been forced to refine their distribution strategies as a result of consolidation in the financial planning sector - something whi...
Financial planning
Hiring certified financial planner (CFP)-qualified financial advisers has led to a less than 1 per cent client attrition rate per annum, State Super Financial Services sa...
Financial planning
Adviser associations support the creation of an adviser register but reject an exam as an inadequate measure of adviser competencies. ...
Editorial
As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...
Financial planning
Greg Medcraft says financial planning needs to undergo further cultural change, as the sector remains one of the riskiest regulated by ASIC. ...
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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...