financial advice

Financial planning

Suncorp Metway is taking the lead from other banks and will almost double planner numbers in coming months in an effort to capitalise on its 2.5 million customers....

Financial planning

Were stockbrokers, will be planners

Were Stockbroking is laying the foundations for an apparent expansion into financial planning later this year. Managing director Craig Drummond says it is too premature t...

Financial planning

Bank on benefits for everybody

The question “are banks a threat to your business” (Money Management Adviser Feedback March 18) is essentially asking whether banks will be a viable competitor and steal ...

Financial planning

Web no threat to planners: Power

Financial planners should not fear e-commerce, but use the opportu-nity to concentrate on their core business of advising, according to BT executive vice president Terry ...

Financial planning

Microsoft throws open more windows to the e-commerce market

Microsoft's assault on financial services distribution has continued with the signing of agreements with some of the biggest players in the US market....

Financial planning

Amway’s new lease on life

A new intermediary distribution channel appears to be opening up with the announcement by Amway that it is to distribute life insurance through its sales network....

Financial planning

AFA cans merger deal with FPA

The Association of Financial Advisers (AFA) has axed plans to merge with the Financial Planning Association (FPA), citing irreconcilable differences in membership bases....

Financial planning

We’re turning to planners – slowly

Australians are only slightly more likely to seek the services of a financial planner when looking for financial guidance than an accountant, family member or bank manage...