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Financial planning
Queensland-based boutique financial dealer group Australian Investment and Financial Planners (AIFP) is in the final throes of negotiations that will see it expand into t...
Financial planning
Financial planning dealer group Mawson Securities has signed up 50 life advisers into its fledgling second dealer group, Aurora Financial Planning, which offers financial...
Financial planning
For the first time in five years, fund manager and bank owned dealer groups have dropped the number of planners and dealer groups they hold, according to this year’s Mon...
Financial planning
The impact of Financial Services Reform (FSR) is really being felt in the life industry. Julie Bennett reports....
Financial planning
It was five years ago that the Top 100 Dealer Groups research first hit the financial services industry, tracking the changes of a growth industry. Jason Spits looks at t...
Financial planning
Push button planning or a smart business move? Nick Brinkworth discusses corporatising your client relationship....
Financial planning
Contrary to what many planners may think, clients often don’t believe they have a relationship with their adviser, according to consultant and trainer Steve Lesser....
Financial planning
For the first time ever, the FPA convention included a CFP retreat to which only CFPs were invited. John Wilkinson spoke with keynote speaker, Peter Webb....
Financial planning
Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...
Financial planning
The hardest thing about implementing a service culture, according to financial adviser Sylvia Dickson from Dickson Bonacci, is defining what a service culture actually is...
Financial planning
Julie Bennett reports on Credit Suisse’s latest Hypercompetition paper, which exposes the flaws of the buyer of last resort facility....
Financial planning
Risk selling is about selling relationships, not products. Julie Bennett and Freya Purnell report....
Financial planning
AXA expects to lose over 120 advisers from its dealer groups as a result of Policy Statement 146 requirements and the introduction of raised education and compliance stan...
Financial planning
Platform provider Asgard has announced it will give fee discounts of up to 32 per cent for linked family accounts....
Rate the raters
Life houses have grasped the opportunity to pass judgement on risk research groups, but as Julie Bennett discovered, they also feel the raters are getting some things rig...
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Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...