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Financial planning
The Australian life insurance industry is entering a period of legislation-driven change. The past 10 years has been marked as period of restructuring and expense control...
Financial planning
As we approach the first anniversary of the Managed Investment Act (MIA), it is timely to consider its impact. Our prediction that the new regime would be less easy for f...
Financial planning
Thanks, Nick Bruining, for drawing attention to one of the real business issues facing practitioners - that of ongoing remuneration ownership vesting with principals or a...
Financial planning
A recent study has found that financial advisers are less aware of their Y2K than they ought to be. John Desmond outlines the findings of the survey and the impact of the...
Financial planning
An administration product, in isolation, offers a very narrow service to clients. ...
Financial planning
ParaPlanning Professionals, which claims to have pioneered the concept of contract paraplanning in Australia, has opened an office in New South Wales....
Financial planning
Financial planners who have advised clients in the past seven years to use a protected loan for margin lending may soon find themselves with some very dis-gruntled client...
Financial planning
In previous Money Management columns, readers have been alerted to one of IFSA's major projects - the development of an industry code of ethics and associated practice st...
Financial planning
Superannuation group SMF Funds Management has taken over management of the $45 million NSW funds management arm of chartered accountants Pannell Kerr Forster (PKF)....
Financial planning
Merrill Lynch has made its much-anticipated first move into distribu-tion by recruiting financial planners as part of a plan to reposition itself as a total financial sol...
Financial planning
Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure to comply with proposed laws....
Financial planning
A new financial planning firm has bucked the industry trend, with its planners leaving a major corporation's ranks to set up shop on their own....
Financial planning
Up to 5000 existing DIY funds may have to change their structure if they continue with a single trustee who is also the fund’s single member....
Financial planning
Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...
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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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...