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Financial planning
Professional Investment Services (PIS) chief executive Robbie Bennetts has emphasised the value of advice from financial planners, criticising scare campaigns from indust...
Financial planning
Plan B's acquisition of Strategic Financial Management has delivered a positive look to the Group's March quarter but underlying FUM has declined further....
Financial planning
New research confirms a one-size-fits-all remuneration model is not suited to the financial planning industry and that an hourly rate regime can promote inefficiency....
Financial planning
Taxation expert warns planners about conflicts of interest implications if they are involved in transferring retirement funds from overseas into products that generate co...
Financial planning
DAVID FOX takes a look at how the adviser’s role will be significantly different in the successful advice business of the future....
Financial planning
FUM falls across the board in 2008....
Financial planning
MATTHEW ESLER considers the role new financial advice technology is playing in shaping recruitment within the financial planning practice....
Financial planning
Difficult conditions hit boutique's FUMA....
Financial planning
Further acquisitions planned later in the year....
Financial planning
Industry funds claim commissions have more impact in bad markets....
Financial planning
Focus on the benefits that actually flow to clients from financial advice to combat the ‘compare the pair’ campaign....
Financial planning
Reports declining FUA but asserts positive profitability and positioning....
Financial planning
Declining markets hit Plan B FUMA but Affinity program gains traction....
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...