Rosemary Palmer advises financial planning practice owners on how to make 2008 their best year in terms of business success....
New technology dramatically reduces time needed to produce Statements of Advice....
Australia’s superannuation fund members seem to have precious little to complain about at the moment. With strong investment returns and positive legislative change, thos...
Frank Smith discusses the importance of adviser reviews and outlines what is usually involved....
Shorter is desirable, but not if it reduces clarity....
For the final instalment in the series of the Money Management/Fidelity adviser round tables we invited back some of our more vocal participants to dissect the most press...
When it comes to a financial planner’s education, is taking the easy road an advantage or disadvantage? Michael Dale answers this by sharing his own experiences of studyi...
Tasmanian-based planner is trying to clear his name....
The corporate regulator has announced it will apply a commonsense approach to the rules governing the proper issuance of Statements of Advice in the lead up to the simple...
The Short-Form Product Disclosure Statement (PDS), promulgated into law in December 2005, is reflected in a technical update to Policy Statement 168 released yesterday by...
These two new stories are from different sources and have in common that the underlying cause of the complaint could have been so easily avoided. The other thing they hav...
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 ...