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Financial planning
With conflicts of interest in the spotlight, receiving payment for services is no simple matter. Zoe Fielding asked Financial Planning Association director Sarah Brennan ...
Editorial
Benevolent market conditions, a lucrative broking arrangement with a big four bank and an increase in sign-ups to its advisory software program, VisiPlan, have helped IWL...
Financial planning
The introduction of the Financial Services Reform Act has had a major impact on practice profitability – especially for smaller businesses that do not have the scale to e...
Financial planning
Coin Software’s acquisition by Macquarie Adviser Services would not affect its marketing and product integration relationship with van Eyk Research, according to Coin fou...
Financial planning
Macquarie Wealth Management has signed up the first six planners for its new affiliate dealer group, Lachlan Wealth Management, luring them away from Godfrey Pembroke....
Financial planning
Financial planning software vendors may have differing views on whether web-based solutions will predominate in the short-term, but all providers have one thing in common...
Financial planning
The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...
Financial planning
The Money Management/Dexx&r Adviser Choice Risk Awards, now in their third year, are based on a number of criteria and processes....
Editorial
Defying the sceptics, AAS has managed to continue its role in the administration ‘new world order’, as Mike Taylor writes....
Financial planning
The evolution of financial planning systems has taken various forms, as the complexity of advisers’ business practices grows. Traditionally, there has been the front-end ...
Editorial
DAVID ANDERSON continues his look at what employers need to be doing in preparation for choice of fund...
Financial planning
Former Tower national sales manager Norman Howe and Mortgage Choice franchisee Mathew Holland have established a new financial planning and mortgage broking group, Advise...
Top 100
This marks the seventh year Money Management has produced the Top 100 Dealer Groups Survey and it remains the most extensive report of its type in the industry. The surve...
Life/Risk
AMP has extended its Flexible Lifetime range, introduced enhanced product features and updated commission options in the risk and insurance areas....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...