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FINANCIAL PLANNERS
Financial planning
The requirement to prove $15 million in demand from financial planners will have an impact on the number of products coming into the industry....
Accounting
The advent of industry-wide fee-for-service could see many more accountants expand into financial planning, with the potential for accountants to promote themselves as lo...
Financial planning
As the Ripoll Inquiry probes deeper into some of the failures in the financial planning industry, the Association of Financial Advisers has urged greater planner focus on...
Superannuation
Clients providing financial assistance to their adult children's families are at risk of compromising their own retirement strategy....
Financial planning
A single national financial planning disciplinary committee should be established to replace the disparate committees of the industry associations, according to Anthony V...
Financial planning
Sydney-based asset manager Astarra Asset Management has reached a milestone, managing $1 billion dollars of investors' assets, according to chief executive Shawn Richard....
Editorial
Amid the push to boost education standards in the financial planning industry, experience will still be central to protecting the interests of clients....
Editorial
Reading their submissions to the Ripoll inquiry, it's clear that not only do ASIC and Treasury hold very different views, but Treasury, in particular, has no desire to se...
Financial planning
There is an opportunity for 10 per cent to 15 per cent of active mortgage brokers to break into the financial planning world....
Financial planning
The collapse of Great Southern should serve as a salutary lesson to the industry of the dangers of single-product licensing of advisers, according to CPA Australia's seni...
Financial planning
A financial planner intends to use websites to attract Generation Y clients to his Melbourne-based practice....
Financial planning
The 21st Money Management Financial Planner of the Year award is underway, with entries being accepted until Monday, September 28, 2009. The winner will be jetting off to...
Financial planning
New Investment Trends research has revealed the degree to which confidence in managed funds and financial planners has taken a hit....
Financial planning
Advisers must overcome their clients' emotionally-driven approach to investment risk....
Editorial
Today there are few willing to defend commission payments, writes George Lucas. But are commissions the root cause of all that is wrong with the financial planning indust...
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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,...