FINANCIAL PLANNER

Financial planning

By putting estate planning at the heart of their business, planners can ensure the long-term sustainability of their client base while also fully satisfying the requireme...

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Financial planning

Nominations for this year's Money Management Financial Planner of the Year (FPOTY) award are now open and will close on 11 October 2012....

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Financial planning

Being a financial planner feels like living a fairy tale, but perhaps one written by the Brothers Grimm. Bryan Ashenden tells a story about Jack and Jill, two advisers wh...

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Financial planning

The rise of scaled advice and fee-for-service models ahead of the start of the Future of Financial Advice legislation has made the need to lower advice costs even more im...

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Financial planning

Boutique financial advisory firms may be able to improve their lead generation capabilities through the use of technology and social media....

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Editorial

Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...

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Editorial

An Australian Crime Commission report into investment scams has underscored the role financial planners have in protecting investors from themselves....

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Financial planning

The debate about so-called 'transition payments' being paid to planners is 'a little overhyped', according to financial planning consultant Wayne Wilson....

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Policy & Regulation

Radar Results points to likely increase in practice sales as financial planners position ahead of 2013 FOFA implementation....

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Financial planning

Despite the rise of direct channels, financial planners are better poised to engage customers about life insurance, according to industry executives....

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People & Products

CommInsure has made two senior hires in its retail advice distribution team, appointing Ian Knight as state manager for Victoria and Ben Bancroft as national accounts man...

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Policy & Regulation

The Government’s Future of Financial Advice (FOFA) legislation passed through the Senate yesterday, but there seems to be some confusion over whether the terms 'financial...

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Policy & Regulation

The Federal Opposition has signalled it remains to be convinced about either introducing or supporting legislation which would restrict the use of the terms 'financial pl...

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Financial planning

Finding a good adviser is 'almost a matter of chance' according to Vanguard head of corporate affairs and market development Robin Bowerman....

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Financial planning

The Institute of Public Accountants' affiliation with MLC and AMP/AXA will not threaten its members' independence, says IPA general manager Vicki Stylianou....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 1 day ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago