Articles tagged with 'financial-planning-advice'

Lack of specialisation hurting clients

23 November 2009 | Association of Superannuation Funds of Australia (ASFA) chief Pauline Vamos is concerned that financial planners aren't responding to different retirement phases with different advice.


Estate planning: hitting the right note

21 July 2009 | Estate planning may not be the exclusive domain of the financial planner, but there are tremendous opportunities for them to play a leadership role. CORRINA JACK reports.


Share ownership falling under financial planners' watch

24 June 2009 | The level of share ownership in Australia has fallen by 14 per cent since 2004, during which time shareholders have increasingly turned to financial planners for advice.


Listed planning group signals uptick in advice demand

15 June 2009 | Prime Financial has reported a boost in clients seeking investment advice as the market shows signs of recovery.


My, how times have changed

9 June 2009 | In the 15 years since I linked up with Bodinnars Financial Planning, now part of the Fiducian Group, a myriad of changes have taken place in our industry.


1MMFPAAFAmerger Do you support a merger of the Financial Planning Association and the Association of Financial Advisers?
 
54%
 
3%
 
43%

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