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Financial planning
Despite market uncertainty rattling more than a few in the financial services food chain, the Aon group is not content to join the pack of sharemarket watchers, writes Ka...
Editorial
One of the best strategies for strengthening your client relationships is taking care of their most valued assets – their children, says Peter Hodgson....
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has negotiated a deal with insurance group AIG to offer its members significantly discounted professiona...
Financial planning
The Financial Planning Association’s (FPA) professional indemnity (PI) taskforce has been criticised by one of its own members as stagnating on securing an association-wi...
Financial planning
Q: Under financial services reform (FSR) I am afraid that I cannot afford some of my clients, or more correctly, they cannot afford me. I have heard conflicting comments ...
People & Products
Professional Investment Advisory Services (PIAS), the Singaporean arm of Queensland-based dealer group Professional Investment Services (PIS) has relocated chief executiv...
Financial planning
Zurich Financial Services Australia (ZSFA) has been issued the last of its eight Australian Financial Services Licences by the Australian Securities and Investments Commi...
Financial planning
Financial planners, stock brokers and insurance agents are being kept in the dark on how compensation arrangements will pan out under Financial Services Reform due to the...
Financial planning
Much has been written about how financial planners can gain increased business efficiencies and put in place appropriate succession planning strategies, says Peter Dawson...
Editorial
National Australia Bank today recorded the highest ever net profit for an Australian bank following its announcement of a $3.96 billion net profit after significant items...
Financial planning
Where would you find more CFPs: at a large dealer group or a boutique? Lucie Beaman has the answer....
Financial planning
Money Management’s Top 100 Dealer Group Survey highlights the enormous impact a National Australia Bank takeover of AMP would have on the financial services industry. Mik...
Financial planning
As smaller players in financial services look for scale, the larger institutional players have continued to consolidate. Mike Taylor reports....
Financial planning
Financial planning group Tynan Mackenzie has embarked on an acquisition trail, primarily targeting adviser practices intent on exiting the industry due to the increased c...
Financial planning
The financial planning arm of Mercer HR Consulting - Mercer Financial Planning - is executing a new business strategy to enable it to offer a full suite of financial serv...
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MARKET INSIGHTS
Podcast
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 ...