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Financial planning
Over the past 12 months the working lives of Australia’s financial planning fraternity has been given a good shakeup and for some, even been turned upside down. The bad n...
Financial planning
The Financial Planning Association (FPA) will continue to allow training providers to apply for exemptions in regards to Diploma of Financial Planning (DFP) equivalent co...
Financial planning
For a man who has just been named Money Management Financial Planner of the Year, John Wotherspoon is trying awfully hard to try and make himself redundant. But then Woth...
Financial planning
Recognising ethical clients, taking the time and paying attention to their specialised needs is the way forward for ethical investing, according to a panel of industry fi...
Editorial
“A true hedge fund is an investment vehicle with a primary key to minimise investment risk in an attempt to deliver profits under all circumstances.”...
Financial planning
The Financial Planning Association (FPA) has kicked off is privacy push at its recent annual convention with the launch of a kit designed to help advisers ensure they mee...
Financial planning
Financial services industry educators are heading for showdown with the Financial Planning Association (FPA) after the latter announced large scale changes to the way the...
Financial planning
Hypercompetition will be the next buzz word to come out of the financial services industry with many in the industry believing it cannot be avoided accordingt to Credit S...
Financial planning
Adelaide-based financial planner John Wotherspoon has beat out a host of other high profile advisers to win this year’s Money Management Financial Planner of the Year awa...
Financial planning
Morningstar has put the internal turmoil over the dismissal of its chief executive behind it and hit back strongly at a report which questioned the value of the research ...
Financial planning
For my last article, I normally summarise my previous articles for the year. However this time I want to only do that in part. That’s because this year was the last year ...
Financial planning
Every year Money Management asks a few of the industry’s foremost names to examine the entries and sort through the detail to unearth who will be the <i>Money Management<...
Financial planning
Delegates attending the Financial Planning Association (FPA) Conventions of the past, have no doubt become accustom to the impressive social events and networking opportu...
Financial planning
The best way for financial advisers to tackle the 1200 page long Financial Services Reform Act is one bite at a time says Clayton Utz’s director of financial services Kar...
Financial planning
Dr Jose Ramos-Horta will give both perspective and significance to this year’s FPA national convention theme, ‘Building Bridges – Creating Opportunity.’...
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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...