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FINANCIAL PLANNING PRACTICES
Financial planning
In an effort to double the number of practices on its Stairway program by 2007, Tandem Financial Advice has adopted an aggressive strategy aimed at suitable financial pla...
Financial planning
AXA’s succession planning tool has proved to be popular among advisers in their efforts to maximise the value of their business when the time comes for the owner to retir...
Financial planning
DKN Financial Group has acquired a minority stake in Adelaide-based self-licensed financial planning firm, Tulare Financial Planners....
Financial planning
The Australian Financial Services Group’s move to become a fully independent dealer group has proved to be an additional catalyst for growth, with 18 new financial planni...
Financial planning
Financial planners have sought legal advice over the role of the auditors of Westpoint in an attempt to recover client funds invested in the failed mezzanine property fun...
Financial planning
The Financial Planning Association (FPA) is on the verge of scrapping the requirement of Certified Financial Planners (CFPs) to be employed by an Australian Financial Ser...
Financial planning
Kenyon Prendeville has announced the launch of an insurance policy which will ensure buyers of financial planning practices do not default on instalment payments....
Financial planning
The Financial Planning Association (FPA) is cracking down on conflicts of interest and the use of commissions to improve the profile of the industry, and increasingly con...
Financial planning
Ian Thorpe is the fastest 200m and 400m free-styler on earth, yet he relies on a coach to help him make world records. Like Thorpie, we may be a specialist in a particula...
Financial planning
BT Financial-owned dealer group Magnitude has recruited its first practice, following its launch in August last year....
Financial planning
How to value a financial planning practice? Read this article to get better insight into the financial planning business valuation process in Australia....
Financial planning
Listed accountancy and financial planning firm Investor Group has continued its rapid expansion along the south eastern seaboard by acquiring two more accountancy busines...
Financial planning
The Financial Planner of the Year Award is now in its 19th year. All nominees are required to submit entries which demonstrate their career achievements, input to the fin...
Financial planning
Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...
Financial planning
The profitability statistics produced by Business Health are based on responses to their HealthCheck program. This is a web-based diagnostic tool designed to allow practi...
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...