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FINANCIAL PLANNERS
Financial planning
Brisbane-based planning chief executive argues institutionally-aligned advisers need to question their roles....
Financial planning
High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....
Financial planning
Clients of financial planners are not interested in volatility or risk but the level of loss they may face from the advice they receive....
Financial planning
Issues arising from vertical integration are not to blame for waning trust in financial advisers, with the erosion of professional values a more likely culprit, a Deloitt...
Editorial
Managed accounts have taken years to bloom, as Jason Spits writes, the large players have been waiting to pounce....
Financial planning
Centrepoint Alliance has set up an third financial planning group to operate alongside PIS and AAP launching the group at the start of the current financial year....
Financial planning
Licensees operating under AAP dealer services model will be offered succession planning, acquisition funding and client book purchasing support as part of a suite of new ...
Financial planning
Fortnum Financial Group is set to become one of Australia’s largest independently owned AFSLs, after completing the purchase of ANZ’s 20 per cent stake in the company....
Policy & Regulation
New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....
Top 100
Telstra Super Financial Planning has the most valuable financial planners in the corporate and industry super arena with high levels of funds under advice and funds under...
Financial planning
Telstra Super Financial Planning has the most valuable financial planners in the corporate and industry super arena with high levels of funds under advice and funds under...
Top 100
Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...
Financial planning
Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...
The number of SMSFs set up by accountants has fallen 20 per cent in the last two years according to research conducted by Investment Trends....
People & Products
IOOF’s Johan Cruz has moved over to Premium Wealth Management to head its compliance division....
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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,...