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Financial planning
The Boutique Financial Planning Principals Group believes Count and PIS financial planners may see merit in the boutique environment....
Financial planning
The Boutique Financial Planning Principals Group believes Count and PIS financial planners may see merit in the boutique environment....
Financial planning
With increased volatility, there have been many changes in the dealer group space, both in terms of adviser numbers and funds under advice. Angela Welsh reports on events...
Policy & Regulation
Concerns have been raised that mid-level planning firms could be eliminated in the wake of the Government's Future of Financial Advice (FOFA) reforms....
People & Products
Professional Investment Services (PIS) founder, Robbie Bennetts, will undertake a part-time role within the group, moving away from his full-time duties effective 31 July...
Financial planning
Although MLC has been open in its plans to target AXA-aligned planning firms that may be disenchanted following the bank's merger with AMP, many of those businesses say t...
Policy & Regulation
PIS managing director Grahame Evans warns of creating a return to tied-agency arrangements and the death of boutiques....
Editorial
A strong line of argument is being pursued by sections of the financial planning industry that the Government has been focusing its Future of Financial Advice (FOFA) chan...
Financial planning
The mooted penalties that could apply to breaches of components of the Government's Future of Financial Advice (FOFA) reforms have drawn criticism from across the industr...
Financial planning
The mooted penalties that could apply to breaches of components of the Government's Future of Financial Advice (FOFA) reforms have drawn criticism from across the industr...
Editorial
Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...
Financial planning
Professional Investment Services (PIS) has warned that any statutory compensation scheme targeted solely at advisers and not the entire value chain is destined to fail....
Financial planning
Morningstar's co-head of fund research has been named Money Management Young Achiever of the Year 2011....
Financial planning
The structure of agribusiness managed investment schemes (MIS) would need to change radically before they become attractive again to financial advisers, according to Prof...
Editorial
With the major institutions and dealer groups having actively encouraged their financial planners to vote 'yes' to the Financial Planning Association's (FPA's) constituti...
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MARKET INSIGHTS
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...