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FINANCIAL PLANNERS
Financial planning
Financial advisers employed at institutional dealer groups are increasingly approaching independently-owned advice firms for their personal advice needs....
Funds management
The number of advisers and investors using exchange-traded funds (ETFs) is set to grow significantly, according to a study by researcher Investment Trends....
Financial planning
Financial planners need to offer a greater spread of services at a time when client expectations of what their advisers can offer are rising....
Financial planning
Inadequate consultation of researchers and financial planners at the product development stage is leaving many existing products weaker as a result....
Financial planning
Financial planners have been warned that estate planning is about more than just making a will and that they risk curtailing possible revenue streams if they fail to unde...
Financial planning
Former High Court Judge Sir Anthony Mason believes failures such as Westpoint and Storm point to the need for tighter regulation of financial services....
Financial planning
Moves to plug the awareness gap about financial planning among university students....
Financial planning
AMP Financial Planning has set itself an ambitious growth target for planner numbers through the current financial year despite the industry downturn. ...
Financial planning
Very significant advice distortions based on commission selling....
Financial planning
Boutique planner groups say advisers must provide reasonable basis for recommending gearing amid calls for the regulator to act....
Life/Risk
Platform providers must increase the number of risk products on their platforms as advisers look to insurance to provide a greater source of revenue for their businesses ...
Financial planning
Planners told they must understand client grief at losses created by global financial crisis....
Editorial
Forget the fact that Storm Financial clients were paying hefty upfront fees, the collapse of the company represents a catalyst for the Federal Government to act on the qu...
Editorial
MIKE TAYLOR knows times are tough in the financial planning industry when publicly-listed dealer groups such as Count Financial and Australian Wealth Management report pr...
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MARKET INSIGHTS
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,...