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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....
Superannuation
Superannuation fund members don't want to pay extra for financial advice they get over the phone or internet....
Financial planning
Investment platforms are shifting their focus away from consolidation towards developing and upgrading their products, particularly in relation to their technology infras...
Policy & Regulation
FOFA second tranche has provided scope for financial planning groups to argue legitimacy of some volume rebates....
Financial planning
Authorised representative of Shadforth Financial Services, Charles Badenach, has been named the 2011 Money Management Financial Planner of the Year....
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...
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....
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....
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....
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...
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....
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 ...
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....
People & Products
Guardian Advice has appointed Wes King as State Manager for Western Australia....
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
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...