PLANNERS

Superannuation

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Financial planning

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Financial planning

ING Australia and its aligned financial planning groups have experienced a growth spurt in planners, but overall financial performance for 2005 was disappointing....

Financial planning

Although financial planners think the Westpoint collapse can be blamed on a host of related parties, they are prepared to shoulder some of the responsibility....

Financial planning

Creditors who lost money from failed investments attributed to Westpoint are preparing to launch a class action against the financial planners who helped sell them the pr...

Financial planning

It’s a safe bet there’ll be a few delegates at the FPA conference this year that will scoff at the inclusion of a value-based financial planning session on the program. M...

Financial planning

THERE’S at least one financial planner out there who views the emergence of reverse mortgages as a compliment to financial planners...

Financial planning

Listed financial planning dealer group Count Financial is on track to exceed its operating profit growth target of 30 per cent for the third consecutive year....

Financial planning

The weight of industry opinion appears to fall on the side of a fee-for-service as a method of adviser remuneration under choice, although some suggest the case has not y...

Financial planning

A client’s divorce can be a financial planning opportunity, as long as you can avoid the minefields. Liam Egan reports...

Superannuation

Any adviser unclear over the extent to which super choice will raise the bar on their duty of care towards clients need only look to the recent experience of their collea...

Financial planning

Dealer groups continue to poach advisers from each other, although a number of advisers are moving of their own accord as they seek more independence....

Financial planning

Dealer group Financial Wisdom is preparing to change its buyer of last resort arrangements....

Financial planning

Sealcorp-owned financial planning group Securitor has expanded its strategic partnership with practice management specialist firm Strategic Consulting and Training....

Financial planning

Suspected violations of the Financial Planning Association’s code of conduct have increased this year, prompting the association to augment its efforts to investigate que...

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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

20 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

5 days 1 hour ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 5 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 23 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

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