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FINANCIAL PLANNING
Editorial
The financial planning industry is a diverse organism not well understood by the media and other industry outsiders and advisers need to remember this....
Financial planning
For financial planners looking to secure a loan, making a good first impression with the lender is crucial, according to NAB national manager for financial planner bankin...
Editorial
While equities no longer have the appeal they had prior to the financial crisis, sophisticated fixed interest strategies are springing up in their wake....
Tools & guides
Col Fullagar explains why the resources a financial planner spends on networking may be better served on a well-planned joint venture....
Editorial
Financial planners are required to be members of an approved external disputes resolution service but they may not always know whether they are getting value for money....
Financial planning
Following Vow Financial Wealth's entry into a joint venture with a financial planning firm in May last year, Vow is clearly focussed on attracting more mortgage brokers, ...
Editorial
The dealer group model is changing and BT’s Mark Spiers says financial planners will need to make choices consistent with the newly evolving reality....
Policy & Regulation
Most financial planning principals have felt the need to reduce costs within their businesses, according to a survey conducted by Money Management....
People & Products
Former Millennium3 Financial Services executive director of advice and advocacy Sean Graham has joined Mills Oakley Lawyers' financial services practice....
Financial planning
Being a financial planner feels like living a fairy tale, but perhaps one written by the Brothers Grimm. Bryan Ashenden tells a story about Jack and Jill, two advisers wh...
Financial planning
New insolvencies data suggests financial services firms are weathering the tough times better than most, albeit some advisers and MIS schemes were exposed....
People & Products
David Bertram has stepped down as head of practice management and associate director at WealthSure to join Titanium Group....
Financial planning
FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....
Life/Risk
New Investment Trends research confirms life/risk has grown in importance in the planner revenue equation....
Financial planning
The majority of Australian finance workers would recommend a career here to overseas peers despite the high cost of living, according to the recent eFinancialCareers Annu...
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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...