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FINANCIAL PLANNERS
Financial planning
The Macquarie Group has stamped its name on this year’s Assirt service level awards, taking out top place in both the funds management and platform categories after comin...
Financial planning
Fiducian Portfolio Services managing director Indy Singh says his company is in discussion with several groups, including a national accounting group, over the provision ...
Financial planning
Planners have next to no education in the area of direct property investment, which, according to some industry commentators, is a serious oversight. Mike Taylor reports....
Financial planning
Not all planners were first educated within the industry. Mike Taylor reports....
Financial planning
The financial services industry has an ‘on the take’ attitude that needs to change, says Rob Keavney....
Financial planning
By 2007, planners will need a degree in order to enrol in the CFP program, but is it asking too much? Julie Bennett reports....
Financial planning
Jennifer Smith explains the ‘what was’ and ‘what will be’ of discussing risk with clients....
Financial planning
Financial planners can do no right in the eyes of the Australian public in terms of the fee versus commission debate, discussion at the Financial Planning Association’s (...
Financial planning
Financial planning software provider IWL will roll out further services with the addition of a risk tolerance testing tool and an online training service for financial pl...
Life/Risk
Financial planners are facing alarming personal liability risks despite having professional indemnity (PI) cover due to an influx of unauthorised foreign insurers accessi...
Financial planning
The BT Financial Group has struck a deal with six dealer groups renewing agreements to provide them with its wrap platform for a period of five years....
Financial planning
Financial services consultancy Prescience Consulting has launched a training company - Jacana Business Momentum - to fill what it views as an industry void in the level o...
Financial planning
AMP Financial Planning is attempting to restore some of the recent loss of confidence in financial planners through the launch of its Client Charter - a feedback and expe...
Superannuation
Super splitting laws were supposed to make life easier for divorcing clients – but as Nabil Wahhab reports, when they are reviewed in conjunction with binding death nomin...
Financial planning
The Financial Planning Association (FPA) and the Australian Securities and Investments Commission (ASIC) have joined forces in an attempt to improve written communication...
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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...