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FINANCIAL PLANNERS
Financial planning
The financial planner of the future will be a true service provider, outsourcing non-core activities to specialise in areas of expertise. NICOLE SZOLLOS talks to three pl...
Financial planning
In the coming weeks more focus will be placed on the end of the financial year and the part planners can play in formulating effective year end tax strategies....
Financial planning
Gearing is not for all investors, and advisers that recommend gearing inappropriately should expect to face the consequences. GEOFF DAVEY looks at the fate of the client,...
Financial planning
Putting together tax strategies for clients is one area of the financial planning service which may require a helping hand. Technology can be one solution, and a platform...
Financial planning
Financial planners should take on estate agents for a slice of the direct property investment market, says a new report by Property Investment Research (PIR)....
Financial planning
Financial planners and para planners based in Western Australia have emerged victors in the national salary stakes, beating previous salary leaders Sydney and Melbourne a...
Financial planning
Westpac chief executive officer David Morgan has not ruled out further purchases as part of its wealth management strategy, describing its recent purchase of Rothschild A...
Life/Risk
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
The Financial Planning Association (FPA) has failed to convince the Australian Taxation Office (ATO) that planners who advised clients to invest in mass marketed tax sche...
Financial planning
Many financial planners are still unaware they could face hefty fines or even jail terms for not providing ‘wholistic, appropriate or reasonable’ advice to their clients ...
Financial planning
The Count Financial group will have added 50 new franchisees to its books by the end of this financial year, the group’s managing director, Barry Lambert, announced today...
Superannuation
Most financial planners could be excused for thinking that things have gone a little quiet in the world of superannuation....
Financial planning
Standard & Poor’s (S&P) has begun a ratings system for master trusts and wrap accounts after today releasing the details of its latest research product, the Master Trust ...
Financial planning
The advice planners provide to clients goes hand in hand when it comes to what planners do with their own super. <caps>FIONA MOORE</caps><b><caps> </caps></b>asked three ...
Financial planning
LACHLAN GILBERT examines how the recent court case against stockbrokers Hartley Poynton may have enormous implications for financial planners....
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MARKET INSIGHTS
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...