PLANNERS
Financial planning
When it comes to education for financial planners, these days it’s a bit like buying a ticket for a trip that never ends....
Financial planning
Financial planners stink and industry funds are great. Or vice versa. Apparently one is supposed to pick a side....
Financial planning
Partnership proves a boon for IRIS Financial Group....
Financial planning
The emerging duopoly of multi-functional financial planning software providers in the Australian market is a response to demand for well-capitalised, voluminous providers...
Financial planning
At a time when financial planners seem beset by criticism from many sides, Robert Keavney argues it is a particularly worthwhile and satisfying career....
Financial planning
About 5 per cent of the 35,000 customers affected by the AMP Financial Services enforceable undertaking have asked for a review of the advice provided to them, according ...
Financial planning
Independent charitable organisation the Sydney Community Foundation has enlisted the help of a United States philanthropy guru to kick off a series of workshops for advis...
Financial planning
AMP Financial Planning will undertake a two step revamp process of its Buyer of Last Resort (BOLR) offer in a move the financial services giant hopes will eliminate real ...
Financial planning
Count has introduced a mortgage referrals business to support its planners and accountants, buying the services of a team of five disaffected Lawfund employees to do so....
Financial planning
Financial planners without an understanding of how equity release and reverse mortgage products work could be ignoring this section of the industry at their own peril, ac...
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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...