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FINANCIAL PLANNING PRACTICES
Financial planning
Share-broking and financial planning group Tolhurst Noall has sold its 50 per cent stake in Tolhurst Funds Management along with all remaining shareholders to Wright Glob...
Financial planning
Using technology to improve back-office efficiency is fine, but without a proper document management system in place it will never work, says Jim Kilkenny of Kilkenny Ros...
Financial planning
Lonsdale Financial Group is aligning itself with general life insurance brokers in setting up a number of financial planning practices, which through a process of referra...
Financial planning
When it comes to risk advice, matching up with an experienced life adviser is probably the way to go, says Mike Taylor....
Financial planning
Many one-man bands and small practices are handling their own back-office. Lucie Beaman reports....
Financial planning
Victorian-based adviser Bernie Toohey has been named the inaugural ‘Zurich Adviser of the Year’, by the Association of Financial Advisers (AFA) and Zurich Financial Servi...
Financial planning
Owned by AXA, Charter Financial Planning has seen significant growth over the past four years....
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has released a position paper slamming the industry over conflicts of interest and calling for greater l...
Financial planning
Financial planning businesses are still selling for big money, but there are pitfalls for both the buyer and seller. Julie Bennett reports....
Funds management
Big names may own most of the distribution in Australia – but, as Julie Bennett writes, boutiques hold the next significant space....
Financial planning
The principals of Stockford financial planning practices will be forced to negotiate with administrators to regain control of their businesses after the troubled group sl...
Financial planning
Credit Suisse Asset Management could be headed for a dramatic revamp of its product line up, if it pushes ahead with plans to launch a range of new offerings....
Financial planning
The fate of the troubled Stockford group could be settled within a week after the company publicly admitted for the first time that it had decided on a wholesale sell-off...
Financial planning
Financial planning practices have reached a stage that I would describe as mature. However, financial planning businesses are struggling to deal with an old business mode...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...