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Financial planning
Would you like to get to know your clients, intimately? As tempting as it sounds, the truth is that most financial planners don’t. Except, that is, for Carolyn Berezovzky...
Financial planning
AT A RECENT Financial Planning Association (FPA) lunch held in Sydney, the head of the Australian Consumer Association (ACA) Louise Sylvan said the benchmark level of und...
Financial planning
Money Management has conducted an impromptu poll of the financial services sector, asking key stakeholders for their opinions on the new Financial Services Reform Act (FS...
Financial planning
CHIFLEY Financial Planning and Monitor Money have finalised a deal in which $100 million of Chifley client files have been sold to Monitor Money for $4.25 million....
Financial planning
Futuro Financial Service, a Queensland financial planning firm has unveiled an ambitious growth program in a bid to become a leading financial planning group boosting its...
Financial planning
Just over a week ago, on June 11, the long awaited and much feted Financial Services Reform Act (FSRA) passed the three month mark since it became a law and ended the lon...
Financial planning
Financial planners could soon be linking up with Government agencies to provide financial advice to low income clients, according to Liberal Senator Ian Campbell....
Financial planning
Many financial planners are still unaware they could face hefty fines or even jail terms for not providing ‘wholistic, appropriate or reasonable’ advice to their clients ...
Financial planning
Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...
Financial planning
Corporate superannuation fund Telstra Super has set up an in-house financial planning arm for its member base....
Financial planning
The movement by real estate group Raine and Horne into financial planning is the most recent case of a non-traditional financial planning business seeking to establish an...
Financial planning
Legal practitioners specialising in family law could be forced to include trained financial planners into their practices by the end of this year following amendments to ...
Financial planning
The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...
Financial planning
The Financial Planning Association (FPA) has failed in its attempt to include the term ‘financial planner’ in the list of restricted words and expressions in the Financia...
Financial planning
Over the last few years I’ve noticed that industry commentators are focussing on the issue of so called “independence” of advice and then drawing the conclusion that this...
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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...