FINANCIAL PLANNERS

Features

Financial planners’ salaries are on the rise with increasing numbers reporting that their annual incomes have tipped over the $220,000 mark, the Money Management Salary S...

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Financial planning

Paraplanners are more likely to hold a third level qualification than financial planners, the Money Management Salary Survey reveals....

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Financial planning

Australia’s financial planning industry should look at employing more staff to secure the loyalty of planners, the Money Management Salary Survey reveals....

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Financial planning

Planners employed by superannuation funds are almost twice as likely to believe they should earn more than $300,000 a year than others in the industry....

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Financial planning

The academic achievements of financial planners is rising with an increasing number now holding Post Grad qualifications, the Money Management Salary Survey reveals....

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Financial planning

Planners working for independent firms are faring better in the pay rise stakes than their institutional counterparts, according to a survey....

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Editorial

Many financial planners may choose to leave the industry over the next two years, but the Government and the regulators can minimise those exits by getting the transition...

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Financial planning

Valuations for planning practices are set to fall by up to 15 per cent over the next five years as reforms hit the sector....

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Accounting

Limited licensing for accountants could be a chance for planners to provide peer-to-peer mentoring to accountants and bridge the gap between the two sectors....

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Financial planning

CommSec has reported a sharp increase in demand for foreign owned shares, as investors seek to reduce their exposure to the local share market....

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Financial planning

Midwinter and SuiteBox have teamed up to provide virtual advice software for advisers who find it difficult to have regular face-to-face meetings with clients....

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Financial planning

The majority of financial advisers support the push for higher education standards, Kaplan Professional believes....

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Financial planning

In more fall-out from its investigation into the Sherwin Group of companies, ASIC has started an investigation into the operation of Money Market Accounts held by Sherwin...

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Financial planning

Financial planners aspiring to incomes in excess of $220,000 may be best advised to go west, the Money Management Salary Survey reveals....

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Financial planning

The Money Management Platforms & Wraps Conference, 2015, scheduled for 29-31 July at Magenta Shores will examine the rise and rise of SMAs and how platforms are competing...

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