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Financial planning
Hedge funds are increasingly being used by planners, with inflows stable over the past 12 months due to the strength of returns from Australian equities....
Financial planning
Will choice offer you the opportunity to generate more business? That kind of depends. Various reports have suggested few members, maybe around 10 per cent, are likely to...
Financial planning
Most advisers think the Australian sharemarket will continue to offer investors positive returns in 2005, but don’t think they will be as robust as they were in 2004....
Financial planning
Poor business practices are causing financial planners to bleed tens of thousands of dollars in potential profits every year....
Financial planning
Poor business practices are costing financial planners tens of thousands of dollars in potential profits every year....
Financial planning
Many investors will remain ignorant of the soft-dollar payments received by advisers under the new industry Code of Practice for their disclosure, according to the Austra...
Financial planning
The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...
Financial planning
Nothing much has changed on Money Management’s list of Top 50 Distributors during the space of the last 12 months....
Financial planning
Following a review of its underwriting and administration processes, as well as a variety of product enhancements, Aviva has gone on to win this year’s Risk Manager of th...
Financial planning
The evolution of financial planning systems has taken various forms, as the complexity of advisers’ business practices grows. Traditionally, there has been the front-end ...
Financial planning
Aviva has won a tender to supply investment platform services to HBOS’ financial planning arm, St Andrews....
Financial planning
Charter Financial Planning’s growth in advisers is partly due to the success of keeping its existing advisers, says former national manager Bruce Birchall. “Our retention...
Financial planning
Offering a value proposition to advisers was the key to boosting the number of financial planners at Capstone Financial Planning “Our growth is occurring from a variety o...
Financial planning
Dealer groups continue to poach advisers from each other, although a number of advisers are moving of their own accord as they seek more independence....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...