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FINANCIAL PLANNERS
Financial planning
Investment house Tricom Equities has launched a new service specially designed to aid financial planners in managing model portfolios associated with separately managed a...
Financial planning
ING Financial Planning and ING’s largest dealer group, RetireInvest, will be combining their back-office operations from January, next year....
Editorial
So much has been written of Australians’ hearty appetites to endure debt in pursuit of property, that an argument that leverage is also a popular mechanism in the equity ...
Financial planning
ASIC is still closely monitoring the use of financial planning dealer groups’ approved product lists to ensure they do not give rise to investment advice that is given wi...
Financial planning
Financial planners without an understanding of how equity release and reverse mortgage products work could be ignoring this section of the industry at their own peril, ac...
Financial planning
AXA’s succession planning tool has proved to be popular among advisers in their efforts to maximise the value of their business when the time comes for the owner to retir...
Financial planning
The financial planning industry needs to forget about the role of industry superannuation funds and concentrate on the provision of professional and practical advice, acc...
Financial planning
Small-to-medium enterprise owners need to be educated about what financial planners do, according to Ross Cameron, former Liberal MP and director of Cameron Research Grou...
Financial planning
Equities don’t always outperform other asset classes, time diversification is a worthless concept and market timing is necessary and expected, according to Ken Solow, chi...
Accounting
A survey conducted by the Bank of New Zealand Australia has revealed that business people running small to medium-sized enterprises most value advice from accountants and...
Financial planning
Property fund managers need to boost their knowledge of how financial planners think if they are to achieve good distribution of their products, a new report has found....
Financial planning
In times of higher inflation and rising interest rates, financial planners will need to become more strategic and move into tactical allocation territory when constructin...
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MARKET INSIGHTS
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,...