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Financial planning
Financial services research firm brandmanagement has recently performed a survey that revealed the wealthiest consumers in Australia are not being properly serviced by th...
Financial planning
Effective communication and concentrating on client’s needs apart from tax are the most important factors financial planners must focus on as the demand for tax effective...
Financial planning
Seeking investment advice from financial planners is the most effective means to minimise investment errors due to a lack of understanding of the risks involved....
Financial planning
The two former directors of an unlicensed financial services business will face 30 charges between them in the Melbourne Magistrates Court in November, following an Austr...
Financial planning
ASIC is still closely monitoring the use of financial planning dealer groups’ approved product lists to ensure they do not give rise to investment advice that is given wi...
Financial planning
The corporate regulator has banned a former representative of the Lonsdale Financial Group from providing financial services for five years after finding he gave clients...
Financial planning
Mortgage brokers looking to broaden the range of services they offer can now do so in a structured and simple fashion following the launch of a new licensee offer by MLC....
Financial planning
Following the soccer World Cup through its tense final stages can serve up enough drama to cause heart palpitations, but it can also offer prudent investment advice, acco...
Financial planning
In the 1980’s, the life insurance industry was largely operating under an agency system whereby those providing insurance advice to clients were ‘agents’ of the insurer r...
Financial planning
Mergers and acquisitions played less of a driving role in the sector’s growth this past year than at any time since the product started to take off in 19887, but this mar...
Financial planning
Two Victorian men who convinced their clients to roll their superannuation benefits into a self-managed super fund before pumping the money into their own petrol station ...
Financial planning
In recent times, we have seen a welcome emphasis on improving the understanding of what financial planners actually do. The Financial Planning Association’s Value of Advi...
Financial planning
With the introduction of financial services reform, the ‘know your client’ obligation for financial planners is more critical than ever before....
Financial planning
Haintz Financial Services managing director and senior financial adviser David Haintz is a good example of the power of persistence. Highly commended for the Financial Pl...
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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...