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Financial planning
From an early age, Kevin Bailey knew he wanted to be involved in financial services. However, when you’re a teenager and there is no such occupation as a financial planne...
Financial planning
Gearing is not for all investors, and advisers that recommend gearing inappropriately should expect to face the consequences. GEOFF DAVEY looks at the fate of the client,...
Financial planning
Putting together tax strategies for clients is one area of the financial planning service which may require a helping hand. Technology can be one solution, and a platform...
Financial planning
The Tower group has announced it will make a strategic exit from the life insurance market in China in order to concentrate on its Australian wealth management operations...
Financial planning
An association for small dealer groups has just been launched to give boutique dealer groups more clout when it comes to dealing with Government on issues such as complia...
Financial planning
The choice between gearing for property versus gearing for shares has tax implications for a client. However, a tax deduction is only available if a loss has been made, m...
Life/Risk
The crisis in professional indemnity insurance which has engulfed many professions in recent weeks has hit home for financial planners, with at least two more groups refu...
Financial planning
Royal & Sun Alliance Financial Services (RSA) has rolled out a grief counselling service for its Term Life and Recovery Insurance policies. ...
Financial planning
LACHLAN GILBERT examines how the recent court case against stockbrokers Hartley Poynton may have enormous implications for financial planners....
Financial planning
Recently <i>Money Management</i> reported on a survey conducted by Assessment Education Services concerning the implementation of PS146 in small and medium dealer groups....
Financial planning
The quarterly TMP Worldwide Job Index reveals the increasing confidence by employers, making the job market the most buoyant it has been for 15 months....
Financial planning
The Financial Planning Authority (FPA) in conjunction with industry players, has formed both a task force and a small working group to try and resolve the rising premiums...
Financial planning
We are rapidly approaching that time of year again when the rush is on to find ways to boost up tax deductions and minimise the tax bill for this year....
Financial planning
Practice management can mean the difference between having an efficient or sloppy planning business. KATE KACHOR reports on what the industry considers the best and worst...
Financial planning
Colonial First State is to make a major push to sell its products through the Commonwealth Bank branches, says group executive investment Peter Polson....
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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 ...