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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...
Financial planning
The growing reliance of financial planners on financial planning software, back office technology and technology driven investment platforms could leave advisers facing d...
Financial planning
Would you like to get to know your clients, intimately? As tempting as it sounds, the truth is that most financial planners don’t. Except, that is, for Carolyn Berezovzky...
Financial planning
Four years and 50 columns ago, TOM COLLINS first graced the pages of Money Management. Retracing his steps has led him to conclude that not too much has changed....
Financial planning
Norwich Union is no longer specifying an implementation date for its troubled planIT financial planing software, says group director distribution Allan Griffiths....
Financial planning
Sealcorp has added an online tool, ePlan, to its Advisernet financial planning software platform, allowing the software to automatically generate a financial plan on beha...
Financial planning
A former Securitor financial planner has been handed down a life ban by the Australian Securities and Investments Commission (ASIC) from acting as a representative of a s...
Financial planning
Asgard has introduced a number of measures aimed at motivating advisers to have a closer look at its new wrap service, the eWRAP....
Financial planning
With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...
Financial planning
Master trust and wrap providers may be less concerned about fees than they are making out. GEORGE LIONDIS digs deep into the latest fee data....
Financial planning
Gearing is not for all investors, and advisers that recommend gearing inappropriately should expect to face the consequences. GEOFF DAVEY looks at the fate of the client,...
Financial planning
The proliferation of financial planning professionals puts potential clients in a quandary over how to choose an adviser. TOM COLLINS writes we may be at the point where ...
Financial planning
Recently <i>Money Management</i> reported on a survey conducted by Assessment Education Services concerning the implementation of PS146 in small and medium dealer groups....
Financial planning
Thirty per cent of advisers use a combination of master trusts and retail funds when investing the superannuation savings of their clients, while 21 per cent only recomme...
Financial planning
Asgard has expanded its range of services beyond its hugely popular master trust offering, officially launching today a wrap and separately managed account facility....
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Podcast
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...