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FINANCIAL PLANNING
Editorial
Even the strongest of client relationships can be tested when returns are weak. As Tom Reddacliff explains, long-term relationships between financial planners and their c...
Financial planning
Financial planners and their clients have to supplant platform providers and fund managers as the price setters in the advice equation, according to Colonial First State ...
Financial planning
FSC chief executive John Brogden has indicated the organisation needs to take a stand to more broadly influence greater economic policy....
Financial planning
Superannuation funds can increase member engagement by offering limited advice, says Mercer....
Editorial
Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...
Financial planning
Most direct investors want advice but they are unclear on adviser's value propositions, CoreData has found....
Financial planning
By parking their money in cash, investors are creating long-term problems for their retirement funding, according to a new Russell Investments risk/return analysis....
Financial planning
The financial planning profession will have to start looking to grow its own talent rather than just poaching from elsewhere in the financial services industry if it want...
Editorial
Money Management’s Top 100 Dealer Group data has underscored the re-emergence of institutions as the dominant force in Australian financial planning....
Top 100
Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....
Top 100
Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....
Financial planning
The Financial Planning Association has reported record enrolments for this year's Certified Financial Planner program which saw the increase of nearly 65 per cent from la...
Editorial
Mike Taylor writes that the sale of client books entailing trailing commissions will look utterly incongruous in a post-FOFA world unless financial planners are actively ...
Financial planning
While the outlook for portfolio returns has gotten somewhat better, financial advisers continue to tread cautiously with their clients....
Funds management
Financial planners lack an understanding of fixed income, which has been over-complicated by fixed income asset managers, according Philip Gardner, head of asset manageme...
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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...