FINANCIAL PLANNING

Financial planning

The Financial Planning Association and Financial Planning Education Council have released for consultation a national financial planning curriculum that also calls for a ...

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Financial planning

Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...

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Editorial

In the lead up to the Federal Budget it remains to be seen whether the Minister for Financial Services, Bill Shorten, will deliver on legislating the restricted use of th...

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Financial planning

Even if financial planners don't agree with the findings of ASIC's recent shadow shopper survey, they should consider attending upcoming workshops addressing the findings...

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Editorial

Financial planners should take heart that the Industry Super Network appears to have changed the 'messaging' contained in its television advertising....

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Financial planning

Senior financial planners and paraplanners are in high demand by domestic banks, according to the latest report by recruitment firm Hays....

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Financial planning

Money Management's new iPad edition is out now, bringing you our best in news, features and commentary, as well as loads of exclusive content....

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Financial planning

Specialist superannuation and investment platform provider Wealthtrac is continuing to market its services to independent financial planners, having rebuilt FUM back to l...

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Financial planning

AMP has announced that Multiport managing director John McIlroy will leave the company and be replaced by Libby Roy....

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Financial planning

Although only a third of financial planners used annuities over the past year, demand for this product continues to grow, according to a survey released by Investment Tre...

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Policy & Regulation

The Boutique Financial Planning Principals Group has endorsed the FPA's handling of FOFA negotiations - particularly recognition of the term 'financial planner'....

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Editorial

There are a number of options available to accountants wishing to branch out into financial planning. Adam McGruen outlines the pros and cons of each....

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Financial planning

More clients would prefer their planner picked up the phone, while two in five don't even perceive they use the services of a planner, according to a Leap of Faith survey...

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Editorial

Having clients believe that placing money in bank deposits constitutes investing will have a detrimental effect on both the financial advice industry and the end consumer...

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Editorial

Some of the players might not approve of the way in which the FOFA bills will ultimately be shaped but, as Mike Taylor reports, a Money Management roundtable has conclude...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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