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Financial planning
Focussing on providing services to the adviser and not the licence holder will be the major focus for the Association of Financial Advisers (AFA) in 2006, says president ...
Financial planning
In recent times, we have seen a welcome emphasis on improving the understanding of what financial planners actually do. The Financial Planning Association’s Value of Advi...
Financial planning
In the financial planning industry, the road to setting up your own practice is full of pot holes. BEN ABBOTT asked John Kiley how he survived his first year....
Financial planning
Hub service provider InvestmentLink has acquired a 50 per cent stake of Dealer Management System that will allow it to develop systems to enable financial advisers to hav...
Financial planning
As part of a bold new bid to increase revenue by 30 per cent, advisers not aligned to Count Financial will be rewarded with options in the dealer group if they drive new ...
Financial planning
An online adviser reporting system that claims to take the guesswork out of deducing exact commission payments has been implemented by three dealer groups, with a fourth ...
Financial planning
Financial Wisdom has introduced a new system of assessing the strength of the practices within its dealer group in response to the financial services industry’s shift in ...
Financial planning
In a sign that not all risk advisers are satisfied with the suitability of recommendations coming from research houses, a major Australian dealer group has decided to mov...
Financial planning
Genesys Wealth Advisers has become one of the few financial planning dealer groups to add an industry superannuation fund to its recommended list....
Financial planning
RetireInvest has achieved its target of growing the firm’s distribution network by 60 planners in 2005 through the recent addition of 12 new advisers to the dealer group....
Financial planning
Tasmanian financial planner Brendan Moore has escaped criminal conviction, despite pleading guilty to not giving four of his clients Statements of Advice after he had hel...
Financial planning
Tasmanian financial planner Brendan Moore has escaped a criminal conviction, despite pleading guilty to not giving four of his clients Statements of Advice after he had h...
Financial planning
Having a passion for people and helping clients with their lifestyle is why Katie Chessum joined the financial services industry....
Financial planning
Professional Investment Services has made a move into the software business, buying a 25 per cent stake in New Zealand-based Risk Management Solutions....
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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...