Accountants, often the first port of call for clients wanting finan-cial advice, are moving swiftly into financial planning. ...
Greg Gunther has a pilot's licence, but has never used it in his work as a fi-nancial adviser in the Darling Downs of rural south-east Queensland. A shame, as the flying ...
"The virtual corporation is based on the concept that the most power-ful asset an enterprise can have is intellectual property followed by cash. Everything else can be o...
With the Telstra II share offer just around the corner, it is worth contemplating the uneasy relationship between share trading and financial planning....
"While I have had no experience with it, I feel that the negatives would outweigh the positives. Some clients may feel more secure because they feel that their adviser is...
Graham Currie has resigned after 22 years in the top job at Insurance and Finance Managers of Australia (IFMA)....
I have agonised over writing this particular column. I was a foundation member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) de...
We were looking for backup services, plus the proper computer facilities to deal with our clients in terms of providing financial planning, investment and risk advice. In...
<B>Name: </B>Norm Whyte <B>Job title: </B>Proper authority holder<B> Dealer group: </B>Professional Investment Services<B> ...
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...
Support for a compulsory retirement savings system in New Zealand continues to gain ground according to the latest SaverPulse survey....
Over the past few years, the Financial Planning Association has called on ASIC to regulate real estate agents who provide property investment advice. Shifting the spotlig...
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...
Two of St George Financial Planning's top business writers have de-fected to Hillross Financial Services as the group ramps up its push to attract the industry's top tale...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...