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FINANCIAL PLANNER
Editorial
Ray Griffin shows hypothetically how financial services businesses are at risk of litigation if they don’t exercise their correct duty of care when advising in property i...
Financial planning
The bar on professional standards in the financial planning industry has once again been raised by tough new rules which seek to eliminate conflicts of interest for advis...
Financial planning
Can financial advisers give specific taxation advice? Are they authorised to discuss tax matters with clients at all? Even armed with a new tax ruling that appears to fav...
Financial planning
A planned crackdown of advisers in the lead up to super choice has been put into question by new survey findings, which show the majority of clients are satisfied with th...
Financial planning
Australians own more shares directly than anyone else in the world but are as likely to get stock tips from a newspaper as from a financial planner, according to a study ...
Financial planning
Women continue to be at a significant disadvantage to their male counterparts when it comes to superannuation, according to financial planning firm Bridges....
Life/Risk
Zurich Financial Services chief executive Tom Brown has been appointed to the board of the representative body for general insurers, the Insurance Council of Australia....
Financial planning
Four out of every five people who consult a financial planner are satisfied with the advice they receive and most people who avoid seeing a financial planner do so becaus...
Financial planning
Money Management has been presenting the Financial Planner of the Year Award since 1987, and in 2004, received a record number of nominations from across Australia....
Financial planning
George Flack has been named Money Management’s Financial Planner of the Year for the second time in his career....
Superannuation
Are your clients heading north? Owen Weeks explores why the great Australian exodus could spell disaster for retirees. ROSS KELLY investigates....
Financial planning
Bendigo-based financial planner George Flack has risen above a range of other high profile candidates to win the Money Management Financial Planner of the Year award for ...
Financial planning
Below are the full results of Money Management’s exclusive poll on attitudes to the soft dollar code released by the Financial Planning Association and the Investment and...
Financial planning
For years financial planners have tried to maximise the value of partnerships with accountants, but the relationship is more often than not sub-optimal, writes Martin Ker...
Financial planning
The Financial Planning Association and the Investment and Financial Services Association, have released a finance industry guide on rebates and related payments....
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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...