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Financial planning
Clients are engaging in a courting process when seeking a financial adviser that mirrors dating and are essentially after a long term relationship similar to marriage, ac...
Financial planning
Hundreds of advisers around the country have being forced to quit the financial planning industry after failing to comply with the new compulsory education requirements u...
Financial planning
The Asgard master trust has taken out the top prize in this year’s Assirt Service Level awards after being voted the best investment platform in the country by financial ...
Financial planning
Investors are more pessimistic about the current share market outlook than financial advisers, although both have growing expectations of a bear market, according to the ...
Financial planning
The number of advisers with a life background remains reasonably steady – despite all the noise about PS 146. JULIE BENNETT reports....
Financial planning
The make up of professionals filling the rungs of the Top 100 ladder are changing. JULIE BENNETT investigates exactly who is in the financial planning mix of 2002....
Financial planning
From its birth only three years ago, Matrix Financial Group has established a successful network of financial advisers. BARBARA MESSER reports....
Financial planning
I went to a new product launch the other day. Well it wasn’t really a new product, it was more of a patch up of an old product to keep the money rolling in and a relaunch...
Financial planning
There is a saying that old advisers never die, they just re-write their life insurance policies....
Financial planning
Colonial First State has added a new corporate superannuation component to its recently launched FirstChoice master trust platform, providing members of corporate super p...
Financial planning
Royal & SunAlliance Financial Services (R&SA) has launched an online portfolio blending tool that links funds of the same sectors or styles which do not share a common hi...
Financial planning
Six dealer groups have signed up for the PremiumChoice Portfolio Services platform in its first two months of operation, says chief executive Richard Carter....
Financial planning
While choice of funds makes its way back onto the agenda, TOM COLLINS says the issue of self interest must be tackled or the industry faces the possibility of further gov...
Financial planning
Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...
Financial planning
Advisers are more optimistic than investors that the share market will improve in the next six months and are also likely to allocate twice as much to international equit...
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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 ...