financial planning

Financial planning

The make up of professionals filling the rungs of the Top 100 ladder are changing. JULIE BENNETT investigates exactly who is in the financial planning mix of 2002....

Financial planning

CPAs to take pathways to planning

CPA Australia is clearing the way for its members to go down the path to financial planning in releasing a CD-Rom designed to give accountants a leg-up into the advice in...

Financial planning

Direct equity reporting part of the Strategy

A direct share trading facility has been introduced within the Strategy Portfolio Service, enabling financial advisers using the wrap account to include direct equity inv...

Financial planning

Lowell Flinders looks to expand

LOWELL Flinders, the dealer group headed up by long-standing industry figure and former Financial Planning Association (FPA) chair John Godfrey, is seeking to expand and ...

Financial planning

Major dealer groups consider pulling out of BT

BT Funds Management will face even further scrutiny of its acquisition by Westpac, with Australia’s major financial planning dealerships reviewing whether to pull their i...

Financial planning

Why not make fees for advice tax deductible?

The current environment does not encourage advisers to charge fees for service, argues PETER BOBBIN. But all that might change if the law was amended to allow clients to ...

Financial planning

Connecting all the dots at Matrix

From its birth only three years ago, Matrix Financial Group has established a successful network of financial advisers. BARBARA MESSER reports....

Financial planning

Standing on the shoulders of giants

Fifteen years is a long time to be doing the same thing but in August this year Money Management entered into its 15th year of providing consistent and regular coverage o...

Financial planning

When Money Management was under Madden

When I was handed the job of editing Money Management in the early days of 1995, the then publisher David Koch joked about my appointment to dozens of industry luminaries...

Financial planning

Someone wants to steal your clients

By now most financial planners would have begun to send out the clients annual statements and some will be bracing for the phone calls questioning why there are negative ...

Financial planning

High net worth is not where its at

The search for high net worth clients is misguided and is in part based on the large fees and commissions planners can draw from them which reflects a present focus on bu...

Financial planning

Old advisers never die…except when its time to go back to school

There is a saying that old advisers never die, they just re-write their life insurance policies....

Financial planning

Fiducian grows its Field of Dreams

Indy Singh has built a business based on vision and a fax. BARBARA MESSER spoke with him about his vision and the contents of the fax....

Editorial

Risk tolerance: it’s all about returns

In a recent column, Robert Keavney reignited the risk profiling debate. LISA CHAMBERS argues that planners are legally obliged to understand their client’s risk tolerance...

Financial planning

Investor Group flags further acquisitions

INVESTOR Group has flagged the possibility of further acquisitions as part of its bid to make its Prescott brand a nationally recognised financial planning network after ...