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FINANCIAL PLANNING
Financial planning
Social media such as Facebook, Twitter and LinkedIn are more about marketing the services of financial planners than about advice delivery....
Financial planning
Macquarie Group has withdrawn its Professional Series from Standard & Poor's 2012 Global Equity Review, as a consequence of the research house closing its Australian reta...
Editorial
Dominic McCormick explains why passive funds are not a low risk portfolio approach....
Life/Risk
The risk insurance industry has defied all odds and continued to experience strong growth amid economic uncertainty. However, that is not to say the sector has managed to...
Policy & Regulation
The financial services industry has turned its attention to the parliamentary independents in the wake of the failure of the PJC reviewing the FOFA bills....
Policy & Regulation
Observers attending the parliamentary committees reviewing the FOFA bills are concerned at the absence of the Australian Greens....
Editorial
The popularity of cash products does not seem to revolve solely around investment sentiment anymore. Milana Pokrajac reports....
Editorial
Although financial planners are in for another tough year, the Financial Planning Association's Mark Rantall believes this could be a good time to reflect on how to creat...
Financial planning
Midwinter Financial Services has launched a new product - AdviserTECH CPD - which it describes as "a simple, practical online CPD education and compliance solution for fi...
Financial planning
Financial planning practices need to optimise their websites and integrate social media into their marketing plans, according to The Humble Investor's Colin Williams....
People & Products
Wealth management group Equiti Private Wealth announced it has appointed two senior financial advisers in Gregory Fuzi and Peter Sheather....
Policy & Regulation
Regulatory uncertainty is causing the financial planning industry to contract and dissuading young graduates from taking up the profession, according to FSC chief John Br...
Policy & Regulation
Uncertainty over FOFA and a heavy compliance burden has led $70-million practice XPAL to join the ipac south australia stable....
Financial planning
Scaled financial advice is a promising offering receiving a big push from the Government and industry regulators. However, lingering uncertainties are preventing the serv...
Funds management
The Bank of Melbourne is offering a wealth management review to its general banking clients...
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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...