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Financial planning
“How deeply entrenched are soft dollar commissions in the financial services industry?”...
Financial planning
Is financial planning for most advisers an academic exercise? ...
Financial planning
Is financial planning for most advisers an academic exercise? ...
Financial planning
The FPA Melbourne chapter charity auction is on again....
Financial planning
Since its launch in 1992, the Certified Financial Planner (CFP) designation has been setting the standard in professional and educational requirements for the financial p...
Financial planning
The US stockmarket will lose 15 per cent before the end of the year, however, the timing and the reason for a fall cannot be predicted, says BT chief economist Chris Cato...
Financial planning
The implementation of a wider GST on financial services poses a serious threat to financial planners, according to industry figures....
Financial planning
Legal skills are not the monopoly of lawyers. They can, and should, be developed by financial planners if they wish to stand alongside other professionals such as lawyers...
Financial planning
When we last left our favourite lemming, newly annointed dealer principal Nick Bruining, being atacked by a group of brochure delivery men (BDMs). In this exciting instal...
Financial planning
Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...
Financial planning
<B>Name: </B>Norm Whyte <B>Job title: </B>Proper authority holder<B> Dealer group: </B>Professional Investment Services<B> ...
Financial planning
I have agonised over writing this particular column. I was a foundation member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) de...
Financial planning
Any plans of a merger between the Life Insurance Complaints Service (LICS) and the Financial Services Complaints Resolution Scheme (FSCRS) have been scuttled, at least in...
Financial planning
The FPA will seek to recover almost $300,000 stolen by one of its former staff members, says chief executive Michael McKenna....
Financial planning
The Certified Financial Planner (CFP) designation could gain a fur-ther stronghold in Australia under measures to be considered by the Financial Planning Association (FPA...
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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...