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PLANNERS
Life/Risk
Financial planners are facing alarming personal liability risks despite having professional indemnity (PI) cover due to an influx of unauthorised foreign insurers accessi...
Financial planning
AXA’s Summit master trust has been slammed by disgruntled advisers of financial planning group Monitor Money, with many regretting the decision to roll the Assure wrap se...
Financial planning
AXA has launched a scheme to buy clients from financial planners and pass them on to new planners using buyer of last resort principles....
Financial planning
Capstone Financial Planning has signed-up six Melbourne-based former advisers of ING’s now merged Partnership Planning business, taking its stable of planners to 29 and p...
Financial planning
A growing number of financial planners are ordering dealer groups to sign restraint of trade agreements to protect their client bases and opting not to sign-up with group...
Financial planning
The answer to the above question has been drawn out in the editorial pieces but it does lead to a further question: How did Money Management find out which groups have gr...
Financial planning
Dealer group Associated Planners (AP) has launched a succession planning service to advisers - the AP Partnership program - to assist it in attracting new blood to the gr...
Financial planning
As disillusioned planners continue their exodus from bank owned groups, Bridges Financial Services is one group positioning itself to catch the fallout. Lucie Beaman repo...
Financial planning
Financial planners are earning even bigger salaries, but is the bubble about to burst? Lisa Bowman reports....
Financial planning
Mentor Australia Financial Planning will revamp its planner remuneration model as the group gets ready to expand its Sydney presence and make a number of acquisitions in ...
Financial planning
Research conducted by the Australian Stock Exchange (ASX) has found that managed funds are still the leading investment vehicle for advisers despite the fact that many ar...
Financial planning
The resources committed to practice management have been considerable, with small and large dealer groups addressing the issue in different ways. But as Peter Dawson expl...
Financial planning
The ASIC/ACA survey reflected the reality that our industry and profession is undergoing a process of dumbing down, says Rob Keavney....
Financial planning
The issue of ownership is back on the agenda after recent industry surveys but, as Jason Spits reports, the more things change, the more they stay the same....
Financial planning
Sealcorp and 5Di have signed up the Australian Agribusiness Group (AAG) to provide them with research on agribusiness managed investment schemes....
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...