There has been a lot of talk about how financial planners can exploit the opportunities opening up in the changing world of superannuation. NSP Buck is one group actually...
Two high profile former Prudential managers have established their own financial planning firm....
One of the great financial services debates of this decade has been whether financial planning is a profession. ...
Three years ago, it was a small blip on the financial planning radar screen. Today, Professional Investment Services is a powerhouse of financial planning and has plans t...
Whatever your opinion on the merits of the GST, the time has come to change all your systems to implement the new regime. ...
In mid August, the Treasurer released a consultative paper on the application of the GST to financial services. Funds managers, life and general insurers, trustees of sup...
In April the Federal Government released a draft to industry of its bill changing the investment standards for superannuation funds (see <I>Money Management</I> May 13). ...
Name: Mark Williams...
“How deeply entrenched are soft dollar commissions in the financial services industry?”...
Over the past decade, education has become the order of the day in the United States-defined contribution (401-k) market with retirement responsibility swinging from empl...
Since its launch in 1992, the Certified Financial Planner (CFP) designation has been setting the standard in professional and educational requirements for the financial p...
The Federal Government has recently introduced a bill into parliament which could have wide ranging effects on self managed superannuation funds. Nick In-gram takes a loo...
There has been considerable publicity surrounding the state of the lawyers' private mortgage industry. Much of the attention has focused on two issues. Firstly, the loss...
"The virtual corporation is based on the concept that the most power-ful asset an enterprise can have is intellectual property followed by cash. Everything else can be o...
AustSelect's new distribution arm for accountants, AustAccount, will maintain the same ownership structure as the company's financial planners' vehicle AustChoice....
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...