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FINANCIAL PLANNING
Financial planning
As women move out of the kitchen and into the boardroom, they’re becoming increasingly savvy about investment. Kate Kachor asked four industry gurus if women need specia...
Financial planning
Industry research tells us that more and more people are turning to financial planners – but what do clients really think of their advisers? David Chaplin investigates....
Financial planning
Investment Data Technologies (IDT) has upgraded its financial planning software suite to ease the burden of recent tax changes for advisers....
Financial planning
The financial planning industry is about to go through a phase of uncertainty in its evolution into a major profession, says Jim Stackpool of Strategic Consulting and Tra...
Financial planning
Running an information evening for new staff has proven more successful than using placement agencies, says Greg Gunther of Gunther Doyle Financial Planning....
Financial planning
The difference in valuation between an average financial planning business and a premium business can vary by up to $370,000 depending on a number of factors, says MGI Me...
Financial planning
Westpac is getting very serious about its expanding its financial planning business – and it’s willing to put its money where its mouth is, as Stuart Engel reports...
Financial planning
Tax reform, new licensing laws and an added emphasis on professionalism and training is a turbulent time to become chairman of the Financial Planning Association. Jason S...
People & Products
AXA’s Tasmanian dealership services manager Kate Stephenson has left the group to join Deloitte Financial Services....
Financial planning
IPAC Securities has sold its 50 per cent share of New Zealand Funds Management (NZFM) following a management buyout....
Financial planning
Europe will become the place to invest as it rises from the doldrums and the US economy starts to tail off, according to Scudder Kemper Investments joint head of global e...
Financial planning
Financial planning in South Africa has a history as long as financial planning in Australia – and despite the country’s political problems, business is booming. In the fo...
Financial planning
Financial planners should offer clients a choice of service levels and charge ac-cordingly, says ThreeSixty national development manager David Fox....
Financial planning
Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. Speaking at ...
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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...