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FINANCIAL PLANNING
People & Products
Following the resignation of Neil Younger and his move to Commonwealth Financial Planning, BT Financial Group has appointed Matt Englund to head dealer groups. His positi...
Financial planning
The FPA has launched an online education tool designed to help planners through the early trust building phase of a client relationship....
Editorial
Fiducian's Merton Miles explains the main principles financial planners must adhere to if they are to meet the needs of their clients....
Financial planning
Tarrants was not the only financial planning firm to recommend clients invest in the Astarra Strategic Fund, and those recommendations were made following sound due dilig...
Financial planning
Big industry fund Club Plus has set up an in-house financial planning service backed by Mercer....
Financial planning
AMP has named a telecommunications executive, Hugh Humphrey, as Hillross’ new managing director....
Editorial
As the fee versus commission debate continues to simmer, Ray Griffin examines this age-old debate and explains why remuneration is ultimately in the hands of financial pl...
Financial planning
The reverse mortgage market has faced a great deal of criticism over the years. Angela Faherty looks at the issues facing the sector and asks whether it can ever shake of...
Financial planning
Financial planners are invited to submit their entries for this year’s Financial Planner of the Year Award....
Financial planning
The Financial Planning Association has warned its members on a number of bad advice hotspots, while also expelling one of its members....
Editorial
The financial services industry is a complex organism, writes Mike Taylor, and tweaking parts of it could lead to the emergence of unforeseen market distortions....
Top 100
Money Management's Top 100 Dealer Groups survey reveals Van Eyk Research as dealer groups' research house of choice, while Lonsec and Morningstar maintain broad market re...
Financial planning
The FPA is calling on current and aspiring CFPs to enter themselves in the Value of Advice Awards for 2010....
Financial planning
The Financial Ombudsman Service has introduced new services and staff in a bid to improve its engagement with financial planning members....
Editorial
New technologies and, in particular, software will help financial advisers compete in a hyper-competitive, post-commission environment....
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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...