FINANCIAL PLANNING

Financial planning

The Financial Planning Association has upgraded its consumer-facing website in a move it says is designed to help Australians make informed financial decisions....

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Financial planning

IOOF-linked Bridges has extended its potential advice delivery footprint via the signing of three additional referral partners to its network - Woolworths Employees Credi...

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Editorial

Portfolio administration firm Praemium has announced a net loss before tax (but inclusive of restructuring costs) of $3.9 million for the 2011-12 financial year....

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Financial planning

Promoting the value of advice and improving consumer confidence are some of the main goals of this year's Financial Planning Week, according to FPA chief Mark Rantall....

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Superannuation

AMP will continue to grow its SMSF capabilities in the second half of 2012....

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Editorial

Mike Taylor writes that when FSC chief executive John Brogden announced the framework of new claw-back provisions around the sale of life policies, he reignited a debate ...

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Financial planning

New research suggests financial planners have once again cut the amount charged for advice in a bid to maintain or increase business profitability....

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People & Products

AXA's former national recruitment manager for financial planning Mike Stewart has been appointed to lead Radar Results' sales, acquisition and merger operations within th...

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Editorial

AMP Limited reported a net profit of $383 million for the half year to 30 June 2012, up 11 per cent from the $346 million recorded in the first half of 2011, and added 12...

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Financial planning

Despite calls for financial advisers to be more aligned with other related services providers such as mortgage brokers and accountants, referral relationships will not be...

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Financial planning

Count founder Barry Lambert denies ever suggesting an unwritten non-compete code exists between dealer groups....

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Financial planning

Financial advisers are way ahead of banks and credit card providers in terms of creating close professional relationships, according to a new study released by the Financ...

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Financial planning

Australia's three professional accounting bodies are in danger of losing members heavily engaged in the financial planning industry over new standards being proposed by t...

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Financial planning

Macquarie has renamed the COIN financial planning software and sold its institutional software licence to home in on the IFA market....

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Financial planning

You can’t be everything to everyone. Fiona Mackenzie explains how to build referral agreements to help achieve success. ...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

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

2 months ago

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

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago