12 February 2010 | Financial planners would be wise to draw up a kind of 'pre-nuptial' agreement with other service providers they are keen to engage in a joint venture, according to Gold Seal's Claire Wivell Plater.
8 February 2010 | Mortgage brokers will increasingly look to join with financial planners as their industries converge.
4 February 2010 | A poll conducted by Money Management has revealed strong support for stricter penalties being imposed against recalcitrant advisers.
1 February 2010 | The Securitor Future Ready IV report into the financial planning industry has revealed strong client retention and profitability, with greater product offerings and low levels of professional indemnity claims.
14 January 2010 | Longevity risk is an issue that is being talked about as the baby boomer generation nears retirement, but the founder of My Longevity, David Williams, believes not enough financial planners are addressing it with their clients.
21 December 2009 | As 2009 comes to a close, Money Management looks at the platforms that have dominated the industry.
10 December 2009 | Financial planners may doubt the need for a credit licence, but the new National Consumer Credit regime encompasses their advice in certain circumstances.
4 December 2009 | Claire Wivell Plater, director of Gold Seal Risk Management Services, has questioned the need for imposing a fiduciary duty on financial advisers, who she proposes in many respects already have a fiduciary relationship with their clients.
2 November 2009 | Morningstar has placed a 'hold' recommendation on Souls Funds Management products following the announcement of the impending resignation of lead portfolio manager Frank Villante.
29 October 2009 | Paying planner entitlements from fund managers and life insurers on a daily basis is proving a successful method of attracting new planners to dealer group Synchron, especially since the onset of the GFC.
28 October 2009 | The six largest institutionally-owned dealer groups place an average 73 per cent of their clients' super products with their own parent company, with the top three placing more than 80 per cent, according to Roy Morgan research.
26 October 2009 | The chairman of the Federal Government inquiry into superannuation, Jeremy Cooper, has raised the prospect of the government operating a national super default fund.
22 October 2009 | Dealer groups can play a key role in ensuring better practice in governance and accountability of member firms though their BDMs, according to Graham Peatey, managing director of practice management services provider Encore group.
21 October 2009 | The financial planning sector needs to lift its game in advising clients on the benefits of an allocated pension during the transition-to-retirement (TTR) phase, according to AMP director wealth management products, Andrew Hobern.
19 October 2009 | Dealer groups should actively acquire small struggling member advice firms for the good of the sector rather than allowing the status quo to continue, according to Kenn Williams, principal of WA advice firm LifeNet, a four-planner member of dealer group Guardian Financial Planning.
9 October 2009 | Perpetual Investments has appointed Matt McKinnon as general manager, Australian equities retail sales, replacing Paul Sewell, who has resigned.
9 October 2009 | Advice and wealth management firm Lachlan Partners has merged with a boutique wealth management firm previously licensed through PIS.
7 October 2009 | Relying on general research from research houses for the provision of advice is being challenged, according to research consultant Rob Mcgregor.
7 October 2009 | The Association of Independently-Owned Financial Planners has been appointed to manage Holden's redundancy program at its Elizabeth plant in Adelaide.
2 October 2009 | The failure of South Australia dealer group Financial Planning & Life (FP&L) has cast doubt on the viability of the fixed fee, low-cost dealer group model, according to some of the planners involved in it.
2 October 2009 | Dealer group Wealthsure has entered strategic partnerships with five new life insurers, rationalising an existing 19 relationships.
30 September 2009 | Low-cost dealer Dover Group, which reputedly offers the lowest member fees in the planning sector at $670 per month, is set to raise its fees to a 'more sustainable level'.
24 September 2009 | The advent of industry-wide fee-for-service could see many more accountants expand into financial planning, with the potential for accountants to promote themselves as long-standing fee-based practitioners.
22 September 2009 | Managers who utilise a top-down country selection approach to portfolio construction are the key driver of returns in emerging markets, according to a Macquarie Funds Group research paper.
21 September 2009 | Financial services group Citi Australia and boutique wealth manager Alpha Structured Investments have launched a new structured investment on the ASX, Alpha Results.