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| | | ... there," Small & Gunn director John Small said. "Changing licensees is a very stressful process for a small financial planning practice. There are so many things to think about and it can be so disruptive to the business, particularly with the added challenge ... |
| | | | Lifespan Financial Planning has launched 30 managed discretionary account model portfolios on BT Panorama. The portfolios will be available to Lifespan's advisers who use BT Panorama. Lifespan has over 250 advisers, the company said. The offering includes ... |
| | | | ... April and May, latest job advertisements data show. A SEEK analysis between July and August shows demand in financial planning, compliance and risk, and banking increased by 7% month on month. However, the sectors trail behind advertising, arts and media ... |
| | | | ... than ever before and facing reduced access to financial advice. The research from CoreData, presented at the Financial Planning Association of Australia's (FPA) 'Uncovering the Value of Financial Planning Advice' virtual event held earlier this month ... |
| | | | ... graduates. "There is a fundamental lack of awareness among students and graduates about the benefits of working in financial planning and helping improve people's financial wellbeing," he said. CFS said a recent study showed just 28% of students ... |
| | | | ... clientele. He said businesses with a more specialised clientele are more appealing. He warned against generalist financial planning firms, that describe themselves as "retail financial planning firms", where there are multiple advisers offering general ... |
| | | | ... Advisers who completed the GDAFI with Investment Management Stream Major or GDAFI with three core units and 3 Financial Planning related electives are only required to complete a FASEA Ethics for Professional Advisers bridging course to meet the education ... |
| | | | ... permanent disability claim for a very vulnerable client has been indefinitely delayed. ClaimRight founder and Financial Planning Association of Australia board member William Johns wrote to Media Super acting chief executive Tony Griffin last week in ... |
| | | | ... participate in a class action," he said. "It's quite explicit." This clause has only come into effect since AMP Financial Planning advisers brought a class action against AMP in relation to changes made to Buyer of Last Resort (BOLR) agreements ... |
| | | | ... years. This is not the only class action CBA may face as the law firm also called on clients from Commonwealth Financial Planning and Financial Wisdom. In addition, Piper Alderman is interested in clients from AMP Financial Planning, Charter Financial ... |
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