The 1999 Financial Planner of the Year is Peter Dunn. Dunn, sole director and owner of Melbourne-based Moneyplan, is an industry stalwart. In spite of keeping up the jug...
The Institute of Chartered Accountants (ICAA) has given the nod to the Securities Institute of Australia (SIA) as the preferred supplier of post-qualification financial p...
Until today, there has been no in-depth research published on the state of play in the financial business. Money Management commissioned KPI Research to inves-tigate Aust...
The creation and maintenance of a web strategy should not be regarded as separate strategy in a financial planning business but rather one which sits alongside mar-keting...
Since its inception, the Financial Planning Association (FPA) has set about establishing financial planning as a distinct profession. Such distinction recognises that the...
Institute of Actuaries executive director Jock Rankin is not renewing his contract when it expires in January next year....
Planners should tell their clients about all eventualities with their plans, as a means of preparing them for downturns, says Tim Farrelly of Macquarie Bank....
Federal Treasurer Peter Costello has fired a broadside at the Federal Opposition for delaying important reforms to financial services industry regulation....
Colin Scully, the founder and managing director of Bridges Personal Investment Services, has resigned from the Financial Planning Asso-ciation’s board. But, he stresses, ...
Every financial planner’s practice is a franchise just waiting to happen. Instead, how-ever, most are so busy working that they do not have the time to get rich....
The Financial Planning Association is to audit financial planning groups to en-sure its members adhere to the association's disclosure regime....
The Financial Planning Association is to audit financial planning groups to ensure its members adhere to the association’s disclosure regime....
The Financial Services Complaints Resolution Scheme (FSCRS) has gained the approval of the Australian Securities and Investments Commission (ASIC) to oper-ate as an exter...
The Australian Exempt Property Market will shortly announce new managers joining, according to MCS Property’s Julius Colman....
Federal Treasurer Peter Costello has fired a broadside at the Federal Opposition for delaying important reforms to financial services industry regulation....
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 ...