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Financial planning
Planners should not be put off from entering the self-managed funds advice market by complex legislation, says PSI Group chief executive officer Paul Kolatchew....
Financial planning
AXA has set down a major plank in the overhaul of its distribution arm with the launch of a third financial planning arm....
Financial planning
The Financial Planning Association (FPA) has slammed last minute changes to the GST and Ralph inspired new tax system which will slug planners with thousands of dollars o...
Financial planning
It was going to be a bit of a coup for the Melbourne chapter of the FPA. ASIC’s most senior stick waver, Alan Cameron was coming down to Melbourne to chat to the assemble...
Financial planning
Mercantile Mutual has rebranded its life insurance broking arm into a dealer group, AustAdvis-ers, in a bid to attract planners seeking a solution to licensing changes sl...
Financial planning
Financial planners will not be able to survive in the high tech, low fee future on their own, according to Matt Lawler, general manager sales at MLC adviser serv-ices....
Financial planning
There’s a big supply and demand problem in financial planning, according to one industry figure....
Financial planning
Today’s financial planners don’t need to be superheroes in order to attract new cli-ents. Or do they?...
Financial planning
Matching clients’ investments to their risk tolerance levels is increasingly becom-ing an important part of financial planning. Jason Spits explains why....
Financial planning
All planners know the pitfalls of recommending investments that do not fit the risk profile of their clients. Putting aside the ultimate scenario of a disgruntled investo...
Financial planning
Two high profile former Prudential managers have established their own financial planning firm....
Financial planning
Sealcorp Holdings says on-line transactions by financial advisers will grow five-fold over the next two years....
Financial planning
Last week Money Management helped snatch victory in a FPA debate on whether planners were ready for the next century....
Financial planning
Stepping out of a practice that one has spent a life time building up – and getting the highest return for it - is a complex process....
Accounting
AustSelect's new distribution arm for accountants, AustAccount, will maintain the same ownership structure as the company's financial planners' vehicle AustChoice....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...