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FINANCIAL PLANNING PRACTICE
Financial planning
There are many aspects involved in running a successful financial planning practice, including the things clients can see and the things that lie beneath the surface. Mil...
Top 100
Many financial planning businesses have had to put their growth plans and other projects on hold while preparing for FOFA. Milana Pokrajac looks at opportunities lost....
Financial planning
The average retention payment agreed to by parties in financial planning practice transactions has crept up to to 26 per cent over the last year, according to NAB head of...
Financial planning
Financial advisers can add value to their clients’ and their own businesses by capitalising on doing the things humans do best – and automating or eliminating the rest, s...
Financial planning
It was Michelle Tate-Lovery's drive to professionalism and focus on client education which won her the 2012 Money Management Financial Planner of the Year title. Milana P...
Financial planning
Equip Super Financial Planning is expanding its offering to include self-managed super fund advice for its superannuation members....
Financial planning
The AFA has launched a white paper called Pathways to Excellence, which analyses what clients want from advice businesses....
Financial planning
Adding an accounting practice to a financial planning business is harder to pull off than advisers may think, according to JNP Capital managing director Jason Phillips....
Financial planning
Sonnie Bailey explores some of the sources of regulation which extend beyond what financial planners may think of as ‘regulation’, in the narrow sense of the term....
Financial planning
Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....
Financial planning
In a time of unprecedented regulatory change and market upheaval facing financial advisers, financial services licensees are going to have to adapt along with advisers to...
Financial planning
With appropriate transition arrangements in place, the purchase of a financial planning practice should see 98 per cent of the client base retained, says Kenyon Partners ...
Financial planning
When selling a financial planning practice, the handover period is crucial and it is advantageous for the vendor to remain in the business for a period of 12 months or mo...
Financial planning
The average financial planning practice has a lot of room for improvement in major areas such as client communication and succession planning, according to data from fina...
Financial planning
Midwinter Financial Services has launched a new product - AdviserTECH CPD - which it describes as "a simple, practical online CPD education and compliance solution for fi...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....