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FINANCIAL PLANNERS
Financial planning
It has been almost one year since ANZ Financial Planning universally adopted fee-for-service, but despite the majority of its new clients choosing the payment method over...
Financial planning
Financial services research firm brandmanagement has recently performed a survey that revealed the wealthiest consumers in Australia are not being properly serviced by th...
Financial planning
Industry Fund Services chairman Garry Weaven has welcomed a new advertising campaign by the Financial Planning Association for inadvertently spruiking the case for indust...
Financial planning
Asgard Wealth Solutions has developed a new automated business support tool to help financial planners manage their practices more efficiently, which in turn will allow t...
Financial planning
According to the results of a recent study, the booming reverse mortgage market may represent lucrative opportunities for both financial planners and mortgage brokers....
Funds management
Australia’s ageing population is fuelling an upswing in the popularity of listed property funds, with 81 per cent of advisers having placed investments in the asset class...
Financial planning
MLC has moved to address the succession planning issue for its advisers by putting together a Succession and Acquisitions Services team dedicated to guiding planners thro...
Financial planning
The FPA has taken a blow after an authoritative Assirt/Wealth Insights report revealed most advisers believe it to be ineffective, disorganised and unprofessional....
Financial planning
The Financial Planning Association has released the results of its own research that shows its members feel it is not doing enough to promote the value of advice or the p...
Financial planning
The Financial Planning Association has called for changes to be made to the Financial Services Reform Act to ease the burden of compliance on financial planners and make ...
Financial planning
Premiums for professional indemnity insurance for financial planners have plummeted in the last 12 months, but a major insurance company has warned the Westpoint situatio...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...