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FINANCIAL PLANNING
Financial planning
In just a year, Kerry Kelly has made some tough choices in a bid to revitalise the FPA....
Financial planning
Stockbroking and financial planning firm Wilson HTM has entered into a partnership with funds management giant Deutsche Bank, which has taken a 19.9 per cent stake in the...
Financial planning
It is my experience that the most common complaint arises from a misreading of the client. And isn’t it always the case that nobody complains about good secure returns bu...
Financial planning
The AXA group has warned of massive upheaval in the financial planning sector as almost half of all planning practice owners look to exit the industry within the next fiv...
Financial planning
Accountancy giant Deloitte has released a web-based anti-money laundering tool, which it says will only cost financial planners the price of a hamburger....
Financial planning
Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...
Financial planning
Former Sydney City Councillor Kathryn Greiner will step down as chair of the FPA after one year at the top of the industry body....
Financial planning
What do the Australian Securities and Investments Commission (ASIC) and the Australian Consumers Association (ACA) really want from financial services? What can be left o...
Financial planning
“Broad-brush” critics of the financial planning industry have had their disapproval blunted by a new survey, which found a growing number of consumers believe the quality...
Financial planning
Capstone Financial Planning has opened its first New South Wales office in Newcastle after recruiting two former Matrix advisers....
Editorial
A jump in funds under management has helped listed financial planning business Investor Group post a record net profit of $12.09 million for 2004-05, a 55 per cent increa...
Financial planning
The FPA has denounced harsh criticism of its highly anticipated $3 million advertising campaign by the AIA as hastily constructed, ill-informed and biased....
Financial planning
A “taken aback” chief executive of the Financial Planning Association, Kerrie Kelly, has demanded the chair of the Australian Securities and Investments Commission take a...
Financial planning
Listed financial planning and accountancy business Investor Group is to acquire planning firm Hayes Knight Melbourne and merge it with WHK Greenwoods Melbourne on January...
Financial planning
The FPA has stepped up the pressure on its members over soft dollar payments, asking them to prove they are complying with a new code of conduct....
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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...