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ADVISERS
Financial planning
I’ve seen lots of communications that advisers send out to their clients. While I wholeheartedly applaud their efforts, I often wish they had a bit more knowledge of type...
Financial planning
Navigator Australia has moved into the provision of back office services with the rollout of what it is calling a back office master trust....
Financial planning
The risk industry has for some time been under pressure to perform and, as Jason Spits writes, risk writers have strong opinions about what is right, what is wrong and wh...
Financial planning
Confucius once said: “May you live in interesting times”. Ray Miles says he must have been talking about Financial Services in 2002....
Financial planning
Loyalty is fast disappearing as advisers shop around for the best deals from fund managers and dealer groups. George Liondis reports....
Financial planning
It’s currently fashionable to call financial planning ‘life planning’, but Tom Collins argues that is exactly what financial planning has always been....
Financial planning
Financial planners are beginning to feel the pinch of unmet client expectations, as the downturn on the world’s share markets shows no signs of abating....
Financial planning
It’s been three years since Money Management last profiled the Glenhurst Corporation and in that time much has changed. JOHN WILKINSON reports....
Editorial
The Deakin Financial Services group has indicated that it will record a loss in the current financial year as it looks to bed down an ambitious growth strategy....
Financial planning
AUSTRALIAN Securities and Investments Commission (ASIC) director Pauline Vamos has warned a high number of advisers are beginning to complain that dealer groups are misus...
Financial planning
The opportunity to take an equity stake is one of the most important features advisers look for when choosing a master trust or wrap. But could it leave the financial pla...
Financial planning
The ‘who owns the client’ debate refuses to lie down and the Privacy Act appears to be fuelling the fire. JULIE BENNETT reports....
Financial planning
When wrap accounts were first launched they promised to change the world. JOHN WILKINSON reports on whether or not they have....
Financial planning
BT has enhanced the stable of products and services within its Investment Wrap and SuperWrap products, claiming to have tailored them more closely to the needs of adviser...
Financial planning
Both investors and advisers are more optimistic about share market performance over the next six months than they were last month, according to this month’s combined Aust...
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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 ...