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FINANCIAL PLANNING
Financial planning
Advisers never cease to amaze me. I thought I was beyond shock as far as the ego and greed of some advisers were concerned. But from recent articles I have read; conversa...
Financial planning
Long standing RetireInvest director Peter Townshend has relinquished his seat on the RetireInvest board to concentrate on his own solicitor’s practice....
Financial planning
Seminars can be the simplest way of marketing your practice to prospective clients, but you need to plan them carefully to get the best results. Jason Spits reports. For...
Financial planning
Like all small business people, financial planners would like to broadcast their serv-ices across the rooftops. Sam Walker investigates whether anyone is really listening...
Financial planning
The number of people licensed to use the CFP designation in the United States has broken the 35,000 barrier and set a new record, according to the Certified Financial Pla...
Financial planning
While reading the recent January 20 Money Management article (‘Look before you leap into a co-op’) by Phillips Fox solicitor partner Martin Jamieson, I bristled a little ...
Financial planning
Advisor Investment Services has scored something of a coup with the poaching of Westpac’s head of financial planning, Bruce McCreedy....
Financial planning
The financial planning and investment industry must face up to the issue of adviser reg-istration sooner or later, according to Vance Arkinstall, head of the Investment S...
Financial planning
Like so many other independent dealer groups, Accent Investment Services evolved out of a larger Melbourne-based organisation. It obtained its own licence in 1996. Accent...
Financial planning
This is supposed to be the information age, but no one has told the financial planning industry. This has to be the industry that has the least information available abou...
Financial planning
AMP Financial Planning’s announcement last week that it is to review the way it re-wards its top business writers is in many ways a watershed for the financial planning i...
Financial planning
Recently proposed changes to the social security means test have many in the in-dustry up in arms. Samantha Walker takes a look at the proposals and the backlash from the...
Financial planning
The main focus for advisers over the coming months should not be the GST but rather the changes which will come into effect as part of the Ralph Review....
Financial planning
Industry pundits believe that planning groups and fund managers could be set for a tough year in 2000, following 1999 buying revelry. Samantha Walker investigates just wh...
Financial planning
Colonial is moving a number of its senior management team back to Melbourne, reversing the earlier flow to Sydney....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....