financial planner

Financial planning

From an early age, Kevin Bailey knew he wanted to be involved in financial services. However, when you’re a teenager and there is no such occupation as a financial planne...

Life/Risk

Planners lose cover as insurance storm brews

The crisis in professional indemnity insurance which has engulfed many professions in recent weeks has hit home for financial planners, with at least two more groups refu...

Financial planning

Survey reveals adviser demand by investors

Forty per cent of proactive investors achieve their investment goals with the help of a financial planner while 72 per cent seek advice from an independent expert such as...

Financial planning

Investor Group buys Accumulus

Financial planning consolidator Investor Group has acquired independent financial planning firm Accumulus in a move aimed at strengthening its financial services brand, P...

Financial planning

Funds investors more likely to use planners

Sixty per cent of proactive investors who put their money into managed funds seek out the services of a financial planner, the, the Challenger/ASSIRT Proactive Investors...

Financial planning

Kupper sets planners ambitious targets for planners

This is the man on whom so much of the ANZ Bank’s joint venture with ING depends....

Financial planning

Global planning industries sharpen up

Financial planning industries around the world are facing unique challenges. KATE KACHOR reports on how the Japanese, US and UK financial planning industries are respondi...

Financial planning

A matter of culture

Cultural issues play an important role in the relationship between client and adviser. NICOLE SZOLLOS reports on some of the challenges faced by advisers working in Asia....

Financial planning

Higher fees come from better service

Clients will pay higher fees if planners can provide value and service that goes beyond the client’s expectations according to Asgard national manager Mark Aufderheide, w...

Financial planning

It’s time to practice what we preach

Are you one of the 54 per cent of financial planners that do not have a structured financial plan?...

Financial planning

ING dealer groups to be renamed

New brand names for almost all of ING Financial Planning’s dealership groups could be launched as early as next quarter, following revealing research conducted by ING on ...

Financial planning

Planners now have new role to master

CPA Australia will host its annual planning conference next week in Sydney. At that time, key note speaker Bob Veres will argue that planning has to evolve alongside the ...

Financial planning

Changing of the guard at Garrisons

Garrisons founder John Sikkema will be vacating the managing director position of the Challenger-owned group and will move to executive chairman, which will herald in Kim...

Financial planning

Process driven planning central to regime

An open letter to: Directors of Institutional Financial Planning Groups;...

Financial planning

Unearthing the planner of the year

Every year Money Management asks a few of the industry’s foremost names to examine the entries and sort through the detail to unearth who will be the <i>Money Management<...