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FINANCIAL PLANNING BUSINESSES
Financial planning
First impressions count in both social and business situations, says Ray Griffin. For generations many people have known this intuitively, but for financial planners it c...
Financial planning
BOQ completes acquisition of St Andrews Insurance, with the executive team moving across but continuing to operate the business independently....
Financial planning
MLC's financial planning businesses have completed a transition to a fee-for-service remuneration structure for all new investment and superannuation clients, a process t...
Financial planning
Radar Results has seen a dramatic increase in the number of smaller financial planning businesses looking to sell....
Financial planning
ipac has formed an equity partnership with AFRM, taking a 40 per cent stake in the risk specialist firm at an undisclosed price....
Financial planning
Ray Griffin weighs into the heated debate instigated by risk advisers who want to rebate commissions and start charging fees for insurance....
Financial planning
Questions remain over the ability of financial advisers employed by financial product manufacturers to meet the fiduciary duty requirements proposed as part of the Rudd G...
Financial planning
The potential ban on volume rebates will be a cause of concern for a number of dealer groups currently dependent on their payment for survival....
Financial planning
West Australian-based dealer group Infocus points to planner growth as it implements fee regime....
Financial planning
Genesys business Aspire2 has purchased the client books of BOQ businesses StateWest Finanical Planning and Home Financial Planning....
Editorial
After two decades as a financial planner, newly retired Ray Griffin explains what he has learned from a career in the industry....
Editorial
Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike....
Editorial
Matt Walsh explains why maximising the opportunities offered by an ageing client base can add value to your financial planning business....
People & Products
Colonial First State has appointed senior managers within its Colonial First State Advice Business leadership team, with Tim Browne, John Carnevale, Matthew Brown and Hel...
Financial planning
Client retention following the sale of 30 financial planning businesses over the last 12 months was as high as 98 per cent, according to a survey of Kenyon Prendeville sa...
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Podcast
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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...