FINANCIAL PLANNER

Financial planning

The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....

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Superannuation

Superannuation fund members don't want to pay extra for financial advice they get over the phone or internet....

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Financial planning

Investment platforms are shifting their focus away from consolidation towards developing and upgrading their products, particularly in relation to their technology infras...

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Policy & Regulation

FOFA second tranche has provided scope for financial planning groups to argue legitimacy of some volume rebates....

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Financial planning

Authorised representative of Shadforth Financial Services, Charles Badenach, has been named the 2011 Money Management Financial Planner of the Year....

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Financial planning

Financial planners must take advantage of social media to combat negative consumer perceptions about the industry and make Australians realise the value of advice, accord...

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Financial planning

George Flack has continued to demonstrate his continued commitment to financial planning while William Johns is part of a new generation entering the profession....

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Financial planning

Rob McGregor scored the Money Management Financial Planner of the Year Award runner-up spot in what was a very close race to the top, writes Milana Pokrajac....

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Financial planning

Commitment to financial literacy, strategic financial advice and client service has seen Charles Badenach crowned the 2011 Money Management Financial Planner of the Year....

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Financial planning

Money Management has selected its 2011 Financial Planner of the Year and will announce the winner tomorrow at the Financial Planning Association national conference in Br...

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Life/Risk

Financial planner satisfaction with life insurers remains high but some are looking for alternatives, according to the Investment Trends 2011 Planner Risk Report....

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Financial planning

With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...

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Financial planning

A former authorised representative of Bridges Financial Services (BFS) has been sentenced to three years imprisonment for defrauding his clients of $600,000....

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People & Products

Guardian Advice has appointed Wes King as State Manager for Western Australia....

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Editorial

The current global economic uncertainty has resulted in many investors questioning the wisdom of some of their investment decisions. Michael Carrigan explores ways in whi...

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MARKET INSIGHTS

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