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FINANCIAL PLANNERS
Financial planning
Cyre Trilogy has resorted to contacting financial planners to try and force APGF to hand over the register for one of a number of trusts the pair have been battling over....
Financial planning
Financial adviser caution generated by the global financial crisis and its continuing aftermath has served to disguise a general shift away from managed funds, according ...
Superannuation
Macquarie Adviser Services has enhanced its product offering for SMSFs, introducing an upgrade to the functionality of its term deposits....
Financial planning
The importance of LinkedIn as a lead-generation tool has been highlighted in a recent survey of American financial advisers....
Editorial
While the industry has given a broad welcome to the limited licensing regime, accountants will need to be subjected to the same scrutiny as financial planners, writes Mik...
Financial planning
An Avenue Capital Management firm has rebranded as MC2 Wealth under its new licensee, IOOF's Lonsdale Financial Group....
Editorial
Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...
Financial planning
Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....
Financial planning
Financial planner sentiment has shown little recovery so far in 2012, with planners remaining deeply cautious amid continuing bad news out of the Eurozone and uncertainty...
Financial planning
Challenger is set to launch a new advertising campaign targeted at financial planners which will focus on the 'do nots' of asset allocation for retirees....
Policy & Regulation
Russell Investments head of advice capability John Nolan says multi-manager funds will avoid inevitable complaints under FOFA's 'best interest' duty....
Financial planning
Despite the rise of direct channels, financial planners are better poised to engage customers about life insurance, according to industry executives....
Financial planning
A new firm has emerged in the financial planning space offering what it describes as a flexible loan-writing solution for financial advisers....
Financial planning
Financial services identity Arthur Naoumidis has brought a new offering to the financial planning market - DomaCom....
Financial planning
Financial services industry veteran Arthur Naoumidis is to offer free financial planning software after picking up CARM's offerings in a liquidation sale....
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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,...