FINANCIAL PLANNERS

Financial planning

The managing director of a small Melbourne financial planning practice has written a letter to Financial Services Minister Bill Shorten, outlining the devastating effect ...

image
Superannuation

Financial planners have been told they can use rapid advice technology to combat the efforts of industry funds....

image
Superannuation

The Hon. David Bradbury, Parliamentary Secretary to the Treasurer, is just one in the line-up of high quality speakers who will be presenting at the inaugural Money Manag...

Financial planning

Mortgage aggregator Vow Financial has entered the financial services sector to help brokers "quarantine" their clients against financial planners, according to chief exec...

image
Financial planning

Employment prospects for the banking and financial services sectors are set to rise in the second quarter of 2011, according to recruitment consultancy Robert Walters....

Editorial

Financial planners could be forgiven for suffering reform fatigue - and the release, last week, of Richard St John's consultation paper, Review of compensation arrangemen...

image
Superannuation

Next to the excess contributions tax, borrowing within super is one of the most concerning issues currently faced by self-managed super fund (SMSF) advisers, writes Carol...

Editorial

Simon Stanton explains why financial planners should not leave themselves out of the insurance claim process....

image
Financial planning

Colonial First State's FirstChoice platform has embarked on a joint development with IRESS' XPLAN software, which the two companies said would reduce application turnarou...

image
Financial planning

The number of legislative and regulatory changes for the financial planning industry coming through in the next couple of years could be too burdensome and distracting fo...

image
Editorial

With the major institutions and dealer groups having actively encouraged their financial planners to vote 'yes' to the Financial Planning Association's (FPA's) constituti...

image
Financial planning

The Assistant Treasurer and Minister for Financial Services and Superannuation, Bill Shorten, has told financial planners that there is no need to compete with the intra-...

image
Financial planning

The Financial Planning Association (FPA) has called upon the Treasury to restrict the use of the term 'financial planner' under law. ...

image
Financial planning

Voting for this year's BDM of the Year closes on Friday, 15 April, 2011....

image
Financial planning

With the Government promising to increase education requirements for financial planners through its Future of Financial Advice (FOFA) reforms package, the AMP Horizons Ac...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 days 4 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 week 1 day ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 6 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

3 weeks 1 day ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

1 week ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

6 days 11 hours ago