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FINANCIAL PLANNERS
Policy & Regulation
Financial planners are in the midst of a tax revolution. The revolution means that a tax-effective structure or strategy used by a financial planner or accountant six mon...
Financial planning
BNP Investment Management has launched a range of mezzanine funds with no entry fees, signalling the group’s move on the retail and master trust market....
Financial planning
The Financial Planning Association (FPA) has criticised proposals to include assets held in private trusts and private companies as part of the means test for the age pen...
Financial planning
Professional Investment Services (PIS) has continued its meteoric rise in financial planning circles with the acquisition of Australia’s biggest life brokerage IFMA...
Financial planning
Westpac is aiming to sell financial services products to 30 per cent of its 5.6 mil-lion strong customer database....
Financial planning
The window of opportunity for financial advisers who wish to join the Financial Planners and Investment Advisers Association (FPIA) and retain their current status is abo...
Financial planning
There’s a big supply and demand problem in financial planning, according to one industry figure....
Financial planning
The financial institutions have emerged as the dominant players in the financial planning industry as they attempt to corner customers across the whole spectrum, from the...
Financial planning
Until financial planners shrug off their sales persona, they will not build trust rela-tionships with their clients, according to a keynote speaker at the FPA Convention....
Financial planning
Superannuation fund members may be starting to find they are being targeted by their own funds’ affiliated financial planners, if the results of the Top 100 survey are an...
Financial planning
Every financial planner’s practice is a franchise just waiting to happen. Instead, how-ever, most are so busy working that they do not have the time to get rich....
Financial planning
Salary packaging company Remunerator Financial Services is expanding into fi-nancial planning....
Financial planning
Until today, there has been no in-depth research published on the state of play in the financial business. Money Management commissioned KPI Research to inves-tigate Aust...
Financial planning
Winchcombe Carson plans to expand the number of its advisers to 100 by June next year, after in-creasing the numbers by 29 per cent this year....
Financial planning
The mission by the financial services giants to dominate the financial planning in-dustry is now complete. The Money Management Top 100 dealer group survey has revealed t...
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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...