financial planning

Editorial

Financial services’ year of living dangerously

Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...

Financial planning

Practice sales increasing as confidence improves

Older planners who have been deferring their retirement plans are putting their businesses up for sale as markets improve, according to Forte Asset Solutions director Ste...

Financial planning

Weighing the risks of bypassing lawyers

Experienced financial planners who are buying or selling a relatively small book of clients may decide to use a legal template for the transfer agreement and accept the r...

Financial planning

Cormann unconvinced on enshrining 'financial planner/adviser'

The Shadow Assistant Treasurer, Senator Mathias Cormann, confirms he remains to be convinced on the need to legally restrict use of the term 'financial planner/adviser'....

Financial planning

Former financial planner receives two year sentence

Former South Australian financial planner Trevor Wayne Carll has been sentenced to two years in prison with a 13-month non-parole period....

Editorial

National curriculum a win for financial planners

The launch of a national curriculum for financial planning degrees by the Financial Planning Education Council was a major win for the industry in 2012....

Editorial

FPA accused of failing to 'hold the line' on opt-in

The Financial Planning Association’s ‘side deal’ with the Industry Super Network on FOFA drew plenty of flack from many key industry figures....

Editorial

Plan B's Andrew Black finds himself being followed by IOOF

Plan B's Andrew Black could be forgiven for thinking he is being followed by IOOF in the wake of its acquisition of the dealer group....

Editorial

Richard Klipin surprises with switch to ANZ's millennium3

Richard Klipin made a shock exit from the Association of Financial Advisers to join ANZ-owned dealer group millennium3 in 2012....

Editorial

AMP launches SMSF play with Cavendish acquisition

AMP's acquisition of Cavendish Group marked the beginning of a major push into the SMSF sector, while in the same month IOOF launched its bid for Plan B....

Financial planning

Bendigo Wealth to brand Challenger annuities to clients

Challenger has entered into an arrangement with the financial advisory arm of Bendigo and Adelaide Bank which will cover the distribution of Challenger’s Liquid Lifetime ...

Financial planning

IRESS launches mobile app aimed at planners and clients

Specialist financial planning software provider IRESS announced this week it had released a new mobile application – XPLANtouch....

Financial planning

Data portrays static life sector

Financial planners may have embraced life/risk as a valuable revenue stream in recent times but that was not necessarily reflected in the life/risk sector's underlying st...