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FINANCIAL PLANNERS
Financial planning
David Haintz, Melbourne-based financial planner and managing director of Haintz Financial Services, has been named this year’s winner of the Money Management Financial Pl...
Financial planning
Clients of financial planners are investing more of their assets according to their planner’s recommendations, with 88 per cent rating the overall quality of the service ...
Financial planning
With new anti-money laundering legislation expected any day, Ernst & Young partner Rob Walsh has warned financial advisers that the Government will expect them to practic...
Financial planning
Ignore the wave of increasing community involvement at your own peril. These words of warning for financial planners came from Coca-Cola Amatil’s chair David Gonski, spea...
Financial planning
According to a Trowbridge Deloitte report released earlier this year, the potential market for reverse mortgage products in 2010 could be as much as $12-15 billion....
Financial planning
According to Sue Merriman, BT Financial Group’s head of technical, more advisers need to be aware of the importance of beneficiary nominations when creating estate plans ...
Financial planning
Defining and managing what the client and the financial planner expect from their business relationship is a key element in providing a successful advisory service accord...
Financial planning
A cultural mismatch has prompted Challenger Financial Services to sell-off its lower cost, lower service dealer group Synergy Advisory Services to ING, according to Genes...
Financial planning
The real story of financial planning recruitment this year is not that the prevailing skills shortage continues to broaden, but that there has been no corresponding rise ...
Financial planning
Insurance and financial planning group Australian Unity has lost close to half of its financial planners since May as a result of a major overhaul of its dealer group....
Financial planning
The unprecedented influence that the Financial Planning Association’s (FPA’s) chief executive Kerrie Kelly has had over the financial planning profession in the last 12 m...
Financial planning
Despite contributing almost half a million dollars to its new television advertising campaign, the FPA has posted an after-tax budget surplus of $1.187 million for the ye...
Financial planning
While most gatherings of financial planners and accountants feature a lot of grumbling about superannuation complexity and compliance, the business reality is that most n...
Financial planning
A potential disadvantage of outsourcing paraplanning is that advisers can come to rely so much on the services of a paraplanning firm, that they abdicate their profession...
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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,...