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FINANCIAL PLANNERS
Financial planning
Margin lending is a product that has traditionally polarised finan-cial planners. While it has enjoyed strong support from a number of planners, some have preferred to st...
Financial planning
Financial Services could soon be the latest product line for network marketers similar to those who have reshaped the cosmetics and healthcare industries....
Financial planning
In discussions with financial planners about wrap accounts, it is clear that their full ramifications, potential difficulties and the totality of possible benefits are no...
Financial planning
The question “are banks a threat to your business” (Money Management Adviser Feedback March 18) is essentially asking whether banks will be a viable competitor and steal ...
Superannuation
Wrap account developers have hailed the recent introduction of superannuation into the wrap structure as a major breakthrough. Samantha Walker takes a look at the financi...
Superannuation
By offering choice to employees, the superannuation industry is boosting the demand for financial advice, but super funds are going head to head with financial planning g...
Financial planning
New codes which identify parties to electronic commerce transactions are being developed for financial planners....
Financial planning
Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat i...
Financial planning
Support for a compulsory retirement savings system in New Zealand continues to gain ground according to the latest SaverPulse survey. Head of the Investment Savings and I...
Financial planning
Enthusiasm for the inaugural conference of the Financial Planners and Investment Advisers Association (FPIA) appears muted with attendance numbers projected to fall below...
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
Former Adviser Investment Services (AIS) planners Bill O'Sullivan and Debbie Thompson have decided to venture forth on their own, setting up financial plan-ning group Tri...
Financial planning
Financial planners are sitting pretty. Not only are they in great demand, but many are earning in excess of $100,000 a year and most can expect good increases in the comi...
Financial planning
Financial planners should not fear e-commerce, but use the opportu-nity to concentrate on their core business of advising, according to BT executive vice president Terry ...
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...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...