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Financial planning
Risk insurance group PrefSure Life will cut its ties with up to 1500 financial planners choosing instead to focus on a core group of 45 advisers, saving $3 million in exp...
Financial planning
A breakaway dealer group has achieved success through hands-on adviser involvement. Kate Kachor reports....
Financial planning
Professional Investment Services shareholders will decide on whether to publicly float the group at its annual general meeting in October with strong profit growth this y...
Financial planning
The Parlimentary Secretary to the Treasurer Ross Cameron has ordered an investigation into adviser access to client files and remuneration after Brisbane based advisory g...
Financial planning
ANZ Financial Planning is rolling a further 10 to 20 per cent of its advisers over to a fee for service remuneration model adding to the initial 10 per cent who made the ...
Financial planning
The role of the business development manager (BDM) is one that has seen significant change over the past five years. BDMs were once regarded as those shiny, happy people ...
Financial planning
This year will see the FSRA come into force in financial planning practices everywhere, but what else is on the agenda? JULIE BENNETT reports....
Financial planning
TONY STEPHENS looks at how to increase business through client referrals…but it might not be painless, he warns....
Financial planning
Institutionally-owned financial planning groups still dominate the list of fastest growing dealer groups, taking eight out of the top 10 places on the list. But while the...
Financial planning
The drop in the number of advisers at Mawson Securities was a deliberate controlled move, chairman Peter Johnson says....
Financial planning
Work undertaken in recent years is paying off for Commonwealth Financial Planning, says executive general manager Brett Himbury, with the bank-based group topping this ye...
Financial planning
Investors are sitting on the fence in terms of market sentiment with the latest survey of advisers and investors released by the Australian Investors Association indicati...
Financial planning
Post-retirement investors are seeking higher yielding products and strategies to better manage allocated pensions during both growth and bear markets, according to a poll...
Financial planning
The Australian Securities and Investments Commission (ASIC) has put institutions with aligned advisers on notice after a recent surveillance project found that commission...
Funds management
Almost two-thirds of financial advisers polled in a recent survey remain confident equity markets will continue to rise this year....
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Podcast
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 ...