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Financial planning
</B>Growing and mature planning businesses use one of three main ways to market their business according to industry consultant Carol Davis of Carol Davis & Associates. ...
Financial planning
Advisers should abandon any notion of charging clients fees on an hourly rate, says one of the industry’s most outspoken advocates of fee-based financial planning....
Financial planning
“We’ve been together for ten years and all the original members are still on board. We are often asked how we have managed to keep working together for this long because ...
Financial planning
The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...
Financial planning
Planning group Tynan Mackenzie has concluded a spate of appointments effectively doubling its senior adviser and planner numbers....
Financial planning
Financial planners on the look out for new opportunities might do well to target women approaching retirement....
Editorial
Since bursting on to the financial services scene in the middle of last year, account aggregators or screen scrapers have been one of the hottest discussion points in the...
Financial planning
Financial planning salaries are on the rise, fuelled by an increase in demand for quality financial planning talent....
Financial planning
A record number of advisers are selling their businesses at the moment. The ones making the big dollars are those who run the most proactive businesses, according to Gran...
Financial planning
Dominic Alafaci has won the 2000 Money Management Financial Planner of the Year award after coming runner up for two years in succession. John Wilkinson asks Alafaci the ...
Financial planning
It is now four years since George Flack won the Money Management Financial Planner of the Year. Jason Spits caught up with the high profile planner in a brief reprieve fr...
Financial planning
By understanding trends in the industry over the past 12 months, TOM COLLINS believes advisers can be better prepared for the challenges that will face them over the comi...
Financial planning
Property investment group Waltus will continue with its plans to merge 27 of its syndicates into one company, following the refusal of New Zealand’s High Court to issue a...
Financial planning
Have you qualified as a Certified Financial Planner (CFP)? Why/ why not?...
Financial planning
I remember long ago when I used to sit down and do my taxation in one afternoon. ...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....