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FINANCIAL PLANNING
Financial planning
Recently on a flight, I found myself sitting next to a couple also on their way back home to Airlie Beach, near Mackay. Striking up a conversation, I found they had moved...
Financial planning
Cultural issues play an important role in the relationship between client and adviser. NICOLE SZOLLOS reports on some of the challenges faced by advisers working in Asia....
Financial planning
Chifley Financial Services will rollout a wider range of products and revise its current master trust under plans put forward by owners, the Local Government Super Scheme...
Financial planning
The Australian Securities and Investments Commission (ASIC) and the Australian Consumers’ Association (ACA) will engage in a survey of the financial planning industry des...
Financial planning
Large institutions have failed to understand the nature of financial planning despite the fact they are building large distribution groups according to Sealcorp Victorian...
Financial planning
A Melbourne-based securities dealer is offering planning groups an equities tracking service for clients’ portfolios....
Financial planning
The Australian Securities and Investments Commission (ASIC) and the Australian Consumers' Association (ACA) will engage in a survey of the financial planning industry des...
Financial planning
Niche marketing is not about scaling down your business – it’s the total opposite. Five financial planners tell KATE KACHOR and FIONA MOORE how niche markets have helped ...
Editorial
It is best practice to launch a business venture already knowing who your target market is. GEORGE LIONDIS spoke to ClearView’s general manager, John Cowan, about doing j...
Editorial
Financial planners can no longer afford to target clients by age and net-worth alone. NICOLE SZOLLOS investigates the demographics that matter....
Financial planning
Real estate agents have made another high level push into financial planning with the launch by the Raine and Horne real estate group of Raine and Horne Asset Management ...
Financial planning
Legal practitioners specialising in family law could be forced to include trained financial planners into their practices by the end of this year following amendments to ...
Financial planning
Sealcorp head Ian Knox will take on the role of head of investment services with St George Bank after investment services group executive Richard Cawsey announced his dep...
Financial planning
The Strategist Group is looking to immediately enlist another 30 financial planning or accounting groups to its network of self-managed super fund (SMSF) specialists, the...
Financial planning
One of Australia’s peak accountancy bodies, CPA Australia, has asked groups tendering to provide back-up services to its newly proposed dealer group to help finance its v...
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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...