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FINANCIAL PLANNERS
Financial planning
Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...
Financial planning
Accountants and financial planners work in the same space but often don’t see eye to eye. Jason Spits finds out where the stumbling blocks are and what planners can do to...
Financial planning
THe Argyle Partnership partner Peter Bobbin says while the legal industry remains largely untapped as a referral source by financial planners, solicitors themselves make ...
Financial planning
When it comes to risk advice, matching up with an experienced life adviser is probably the way to go, says Mike Taylor....
Financial planning
Financial planners frequently form strategic alliances with other professionals. These relationships are often fairly loose, but there are many good reasons to make them ...
Financial planning
Strong and ongoing relationships between accountants and financial planners sounds like the stuff of fiction but some success stories can be found....
Financial planning
The Macquarie Group has stamped its name on this year's Assirt service level awards, taking out top place in both the funds management and platform categories after comin...
Financial planning
Financial advisers have been called on to do themselves and the industry a favour by driving ‘bad eggs’ out of the industry....
Financial planning
There is one major theme I want to canvass over the next few months – the chain of broken promises from financial planners, research houses, investment managers and the r...
Financial planning
Financial planners have generally steered away from partnering with mortgage brokers, but it may be time to reconsider. Mike Taylor reports....
Financial planning
Financial planning software provider IWL released VisiPlan version 5.8 last week and is already gearing up for version 5.9 – to be released in late October and include op...
Financial planning
Adviser Ratings, the group set up by David Child to rate financial planners, has dropped its upfront fee for an assessment....
Financial planning
Last week a senate committee released its recommendations on retirement income and as Freya Purnell writes politicians remain divided on the issue despite widespread indu...
Financial planning
AXA has launched a scheme to buy clients from financial planners and pass them on to new planners using buyer of last resort principles....
Financial planning
The Financial Planning Association (FPA) has criticised planners who term client risk profiles as either ‘conservative’ or ‘aggressive’, arguing that such an approach can...
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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,...