financial planning groups

Financial planning

The Certified Financial Planner (CFP) designation could gain a fur-ther stronghold in Australia under measures to be considered by the Financial Planning Association (FPA...

Financial planning

Beancounters urged to form planning alliances

AMP's financial planning operations are looking to boost referral business coming from accountants by forming alliances with accounting groups....

Financial planning

Broking and private clients - threat or opportunity for planners

The advent of on-line share trading appears to have been a harsh wake up call for stockbrokers. Zilla Efrat examines whether the Internet poses a threat to, or an opportu...

Financial planning

End of an era: KPMG looks at selling off planning arm

KPMG's financial services arm may soon be on the market. ...

Financial planning

Directors fail to see eye to eye on planning co-op

An ambitious financial planning co-operative has hit a snag, with directors wrangling over control of the group. ...

Financial planning

Wraps and master trusts – A case of all wrapped up with no particular place to go

Wrap accounts have been one of the big conversation starters at recent industry gabfests. Paul Resnik asks if the whole debate is missing the most important person, the c...

Financial planning

ASIC gets tough with planners over Y2K

Regulators are set to apply the heat to financial planning groups and broking groups on Y2K readiness, following apparent apathy over the problem....

Superannuation

Super funds take on advisers

By offering choice to employees, the superannuation industry is boosting the demand for financial advice, but super funds are going head to head with financial planning g...

Financial planning

Consolidated agrees to kiss and make up

The float of Consolidated Financial Services (CFS) is scheduled for late September or early October now that an agreement has been reached between all the shareholders of...

Financial planning

BTFM investments left on hold

Several financial planning and research groups have slapped “hold” notices on new investment in BT Funds Management’s products as they wait for a buyer to emerge....

Financial planning

Point of view – Wrapping up a week of healthy debate

After a week of Wrap conferences, perhaps the simplest explanation of why Wrap matters was expressed by an adviser - “What I like about your business is that it is about ...

Financial planning

A-grade advice you can privately bank on

Back in December I attended a conference on private banking. There I heard a speaker say the following:...

Financial planning

So, what’s in store next from the MLC tucker bag.

Fleet of foot or lumbering giant: that is the choice facing the country's biggest distribution networks as they enter a new phase in competition and legislated changes. S...

Financial planning

Dealers and researchers on hold over independent BT

Dealer groups and research houses have given a mixed reaction to the announcement by Deutsche Bank that BT Funds Management is to remain a separately managed operation in...

Financial planning

Tower sheds light on planning future

Tower has entered discussions with three financial planning groups with a view to taking an equity stake in one of them....