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FINANCIAL PLANNING
Financial planning
Professional Investment Services (PIS) has struck a deal with St George to offer banking services through the dealer group’s financial planning offices....
Financial planning
THe Argyle Partnership partner Peter Bobbin says while the legal industry remains largely untapped as a referral source by financial planners, solicitors themselves make ...
Financial planning
When it comes to risk advice, matching up with an experienced life adviser is probably the way to go, says Mike Taylor....
Financial planning
There is one major theme I want to canvass over the next few months – the chain of broken promises from financial planners, research houses, investment managers and the r...
Financial planning
Two years ago, financial planning group Prescott Consulting did not exist. Today, the group has been slated as Investor Group’s premier financial planning brand. Kate Kac...
Financial planning
They were household names in the late 80s and early 90s, but, as Freya Purnell reports, some of the biggest and best known dealer groups of the time simply are no more....
Financial planning
They were the wheelers and dealers, the movers and shakers, the dreamers and schemers of an industry about to happen. They launched dealer groups and funds management com...
Financial planning
The Financial Planning Association (FPA) has lifted the bar for education with a mandated degree entry to its Certified Financial Planner (CFP) program from January 1, 20...
Financial planning
A case of attempted fraud has surfaced with training and education provider Integratec alleging a woman has forged education qualifications in attempt to dishonestly ente...
Financial planning
The Financial Planning Association (FPA) has criticised planners who term client risk profiles as either ‘conservative’ or ‘aggressive’, arguing that such an approach can...
Financial planning
Capstone Financial Planning has signed-up six Melbourne-based former advisers of ING’s now merged Partnership Planning business, taking its stable of planners to 29 and p...
People & Products
Former Westpac head of financial planning and advice Brett Himbury has made the move to the Commonwealth Bank (CBA), being appointed yesterday to the role of executive ge...
Superannuation
Financial planners should consider the benefits of directly investing client monies instead of managed funds within Self Managed Superannuation Funds (SMSFs) argues finan...
Financial planning
Is there any way to accurately measure adviser quality, asks Robert Keavney....
Financial planning
Ipac Securities has established one of the first ever financial planning firms in Singapore, taking about $1 million dollars in funds under advice in its first months of ...
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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...