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Financial planning
Count Financial Limited’s Barry Lambert has announced his retirement plans and will hang up the gloves as Count managing director sometime in 2006. Far from putting his f...
Accounting
Accountants are set to take the moral high ground over advisers on soft dollar remuneration after developing a new code of conduct that takes a much tougher stance than t...
Financial planning
The Australian Consumers Association (ACA) has refused to concede that a new survey which paints a positive picture of the financial planning industry has discredited its...
Financial planning
A passionate advocate for an industry change to fee-for-service based financial planning has become only the 34th person to be awarded a fellowship of the Financial Plann...
Financial planning
For years financial planners have tried to maximise the value of partnerships with accountants, but the relationship is more often than not sub-optimal, writes Martin Ker...
Financial planning
What do the Mile High Club, the Grinch and financial planning have in common? Trust Nick Bruining to know the answer....
Financial planning
Financial planners are expected to get the first glimpse at the latest get tough approach to policing the profession this week, with the Financial Planning Association (F...
Financial planning
A double barrelled attack has been unleashed by the Financial Planning Association and Investment and Financial Services Association enforcing tough new guidelines on pay...
Financial planning
The Association of Financial Advisers has hinted at a possible collective merger with other industry associations at its annual conference in Launceston, while also annou...
Financial planning
The Financial Planning Association and the Investment and Financial Services Association, have released a finance industry guide on rebates and related payments....
Financial planning
Members of the Financial Planning Association have appointed Sarah Brennan, Corinna Dieters and Leonie Henry to the 2004-05 board for a further two years with Colin Scull...
Financial planning
Suspected violations of the Financial Planning Association’s code of conduct have increased this year, prompting the association to augment its efforts to investigate que...
Financial planning
Two Australians will occupy seats on the nine member inaugural international Financial Planning Standards Board following the group’s creation last month to replace the ...
Financial planning
Financial planners who disclose soft dollar payments under a new industry code of practice could be hit with a hefty tax bill....
Financial planning
More and more financial planners are getting into risk insurance, but it is not as straightforward as it may seem. For the first time, the FPA will tackle some of the iss...
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Podcast
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...