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Financial planning
Improving the image of financial planners in the eyes of Australian consumers will be the cornerstone to Ken Breakspear’s strategy for the Financial Planning Association....
Financial planning
Phillip Matthews has been named as the first permanent chief executive the Financial Planning and Insurance Advisers Association (FPIA)....
Financial planning
The integration of risk insurance into a financial planning business is a necessary future step for the planning industry to take, according to Ord Minnett personal risk ...
Financial planning
Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....
Financial planning
Superannuation consultant Industry Funds Services (IFS) has bolstered its financial planning network with the addition of three planners....
Financial planning
When the National bought MLC earlier this year, LendLease Financial Planning had to look for a new name – and fast. After some angst, the group took on the handle “Apoge...
Financial planning
St George has spent $10 million on a 7 per cent stake in burgeoning accounting and financial planning consolidator Stockford, valuing the group at nearly $150 million....
Financial planning
As a financial services professional have you ever held a meeting to discuss why clients are no longer excited by the value proposition of your products?...
Financial planning
One of Australia’s most established financial planning networks, Deutsche Bank Financial Plan-ning, is up for sale alongside Deutsche Funds Management (DFM)....
Financial planning
Bridgeport has picked up AM Corporation national adviser development manager Bronny Speed in an effort to bolster its financial planning division...
Financial planning
The amount of conferences and seminars run each year can create a huge demand on advisers. Jason Spits asks if the benefits are worth the effort....
Financial planning
IntegraTec has been sold to an Internet hopeful for the second time this year....
Financial planning
Risk products that don’t pay commissions – you’ve got to be joking. Refunding trail commissions – too hard....
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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...