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FINANCIAL PLANNING PRACTICES
Financial planning
COIN software has launched a new mortgage module for COIN Office, targeting the increasing number of financial advisers offering mortgage broking services to their client...
Financial planning
The regulators should ensure that non-institutionally aligned dealer groups remain competitive so that advice is not dominated by the banks and industry funds, according ...
Financial planning
An absence of business plans means advisers are failing to make the most of their practices....
Financial planning
Outsourced paraplanning provider Outplan has partnered with COIN to launch a training course for paraplanners, which would mainly focus on developing skills around the ef...
Financial planning
The independents in the House of Representatives have become the target of lobbying efforts on the part of the financial planning industry....
Editorial
In an industry known more for conservatism than experimentation, social media has appeared as a minefield. But in the face of that risk, finance brands are making the lea...
Editorial
With draft legislation resulting from the Future of Financial Advice reforms due out within months, Mike Taylor writes that much more is at stake than how financial plann...
Financial planning
Institutions may claim that product biases in buyer of last resort (BOLR) agreements have been removed, but grandfathering arrangements have meant that, up to five years ...
Financial planning
An optimistic shift is occurring among financial planning practices as their focus moves from client retention to client acquisition, according to Rod Bertino, principal ...
Financial planning
Some independent advisers seeking to acquire other small planning practices are getting into debt without determining whether their practice can actually afford the repay...
Financial planning
The Commonwealth Bank of Australia has tightened its lending criteria for financial planning businesses....
Financial planning
The Financial Planning Association has warned financial planners that, like physicians, they have an ethical obligation to consider whether professional intervention is w...
Financial planning
Boutique financial planning practices could be better utilising referral sources available to them in order to maximise revenue, a study has found....
Life/Risk
Financial planning practices on sale are currently ranging between one and four times recurring revenue, with prices varying dramatically depending on specialisation, acc...
Financial planning
Buyers of financial planning practices remain cautious of businesses that have had exposure to failed investment schemes, according to Centurion Market Makers....
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Podcast
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...