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FINANCIAL PLANNING
Financial planning
AIOFP chairman seeks to clarify status of proposed member defence fund....
Financial planning
A Sunshine Coast adviser has copped a nine-month ban from the industry after becoming an undischarged backrupt....
Financial planning
FPA gives research and marketing materials to FPSB members to promote CFP designation...
Financial planning
The FPA is continuing to pursue enshrinement of the term ‘financial planner/adviser’ amid Government consideration of FOFA changes....
Financial planning
The financial services industry’s foray into reality TV is gaining traction, with applications flooding in for its new advice show. ...
Financial planning
SMSF push results in purchase of Victorian practice....
Funds management
New research registers a decrease in the number of wealth management products being obtained via bank-aligned planners....
Financial planning
James Kenny’s passion for educating up-and-coming stars of the profession saw him take home the 2013 Financial Planner of the Year award, Kate Cowling reports. ...
Financial planning
Sally Huynh’s dedication to raising the level of professionalism in financial planning scored her the title of runner-up in the 2013 Financial Planner of the Year awards....
Financial planning
Hayes Knight NSW has sold stakes in its planning, accounting and superannuation administration business to Easton Investments....
Financial planning
Victorian planner ordered to pay back funds while Perth adviser faces fraud and stealing charges....
People & Products
ING Direct has moved to expand its presence in the adviser space with the appointment of Charles Smith to a senior role within the bank’s third party distribution team....
Financial planning
Sinodinos signals the Government’s approach to FOFA will be made public before Christmas....
Editorial
Nobody should be surprised by research released by major insurer TAL suggesting that people are more inclined to resort to the internet and search engines as a primary so...
Life/Risk
Industry action against churn not likely as product providers restrict behaviour....
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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...