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FINANCIAL PLANNERS
Financial planning
BT Financial Group has opened the way for clients to not only rate their planners but post comments on how they performed....
Financial planning
Financial planners who act as gatekeepers for clients are working towards their retirement date having missed the next growth area of financial advice....
Editorial
While it may sound paradoxical, approaching financial planning like a friendship or relationship could be the key to improving professionalism, Nataliya Denisov writes. ...
Financial planning
Fiducian urges its planners to differentiate themselves from bank planners....
Funds management
Financial planners will still remain a necessary part of equities research as clients will continue to require guidance on risk and market exposure according to an online...
Financial planning
ASIC has the power to move to lift planner education standards, according to Finance Minister, Mathias Cormann....
Financial planning
Despite high levels of interest in managed accounts among financial planners, many have no practical or theoretical experience of them, experts believe....
Editorial
With a third of FOS determinations going unpaid the efficacy of Professional Indemnity insurance as a compensation mechanism is under question and, as Mike Taylor reports...
Financial planning
As the financial planning industry grapples with how to institute new professional and education standards, Jason Spits examines what mind-set and attitudes new entrants ...
Superannuation
Super funds research provider combines with AdviserLogic to assist planners with super fund data and advice....
Financial planning
Synchron has warned that independent licensees are under threat from double taxation as State treasuries pursue payroll tax....
Financial planning
Financial planners and accountants will not be able to work with each other if the former seeks ad-hoc relationships and the latter only seeks revenue from any joint... ...
Financial planning
New education measures will not be enough restore trust in financial planners, an industry veteran believes. ...
Financial planning
A national examination for planners is an inadequate measure and should not be implemented according to CPA Australia....
Financial planning
ASIC acknowledges that vertical integration gives rise to conflicts of interest but acknoweldges that scale has benefits....
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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,...