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Financial planning
A planner’s life as they say, shouldn’t be all work and no play. Sometime the play becomes more work than the work. Nick Bruining reports. ...
Financial planning
Improving the image of financial planners in the eyes of Australian consumers will be the cornerstone to Ken Breakspear’s strategy for the Financial Planning Association....
Financial planning
Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....
Financial planning
I read with some interest the letter that Marj Russell wrote about licensing advisers....
Financial planning
“It’s about 70 per cent fees. It has turned around from being 20 per cent in favour of fees about five years ago, moving with the trend towards more fee based services. I...
Financial planning
There are now more than 36,000 Certified Financial Planners operating in the US, with about 1,000 new members joining the elite financial planning club this year....
Financial planning
Who is best qualified to give advice, accountants or planners, has been a long running debate. John Wilkinson looks at how this debate is developing and the influence of ...
Financial planning
While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...
Financial planning
Retail investors have never had it so good in terms of the information available to them regarding investments and this doesn't seem to be tapering off. ...
Financial planning
Yes they should. Well if you look at any other profession not all GPs are surgeons and essentially an account may not have the exposure to investments, just because you c...
Financial planning
Tax reform, new licensing laws and an added emphasis on professionalism and training is a turbulent time to become chairman of the Financial Planning Association. Jason S...
Financial planning
No I don’t have a complaints handing system in my business and I do need to do something about putting one in place....
Financial planning
Financial planning in South Africa has a history as long as financial planning in Australia – and despite the country’s political problems, business is booming. In the fo...
Financial planning
The risk of litigation and class actions against planners will increase as clients become more knowledgeable about investing, warns industry doyen David Bleakley....
Financial planning
I haven’t changed dealer groups since I’ve been in the industry. I joined Pembroke Financial Planners in 1994....
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Podcast
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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...