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Financial planning
Financial planners who are not giving their clients choice and integrated service will fail, says National’s head of global financial services, Peter Flavel....
Financial planning
Dominic Alafaci has won the 2000 Money Management Financial Planner of the Year award after coming runner up for two years in succession. John Wilkinson asks Alafaci the ...
Financial planning
The Financial Services Reform Bill (FSRB) is alive and kicking despite being held up over an impasse between the Federal and State governments....
Financial planning
The Australian Consumer and Competition Commission (ACCC) has put its weight behind the Financial Planning Association’s (FPA) national compliance program. ...
Financial planning
A multitude of stars, including those astral, are set to razzle and even dazzle financial planners at the FPA Convention’s social events....
Financial planning
Assirt has signed its first deal since it was folded into the Wealthpoint group by announcing an alliance with doctrieve Corporation. Under the terms of the deal, Assirt...
Financial planning
By understanding trends in the industry over the past 12 months, TOM COLLINS believes advisers can be better prepared for the challenges that will face them over the comi...
Financial planning
The Certified Financial Planner designation is about to undergo one of the biggest changes in its 23 year history. Stuart Engel reports on the struggle to wrestle the CFP...
Financial planning
A year as chairman of the FPA is a year full of activity. Indeed it is year full of activity, much of which is propelled by change. And it is change that has moved from t...
Financial planning
Financial planners have different levels of needs and sophistication for their Web sites, according to The Hiser Group Victorian general manager Shane Morris....
Financial planning
Nick Bruining offers some invaluable advice for surviving this year’s FPA Convention in Melbourne....
Financial planning
The four finalists in this years Money Management’s Financial Planner of the Year award feature some of the profession’s most respected members....
Financial planning
In what promises to be the biggest and the best National Convention the FPA has ever staged, delegates this week will converge upon the Melbourne Convention Centre for th...
Financial planning
Two of the biggest names in financial planning have joined forces....
Financial planning
This year’s Financial Planning Association conference marks the ninth year that advisers have gathered together on an annual basis for the largest event of its kind in th...
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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...