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FINANCIAL PLANNING
INDUSTRY NEWS
AMP director of advice-based distribution Steve Helmich will stand down as Financial Planning Association chairman, making way for chair-elect Kathryn Greiner - the first...
INDUSTRY NEWS
Aviva is offering financial support to dealer groups seeking to gain their own Australian Financial Services Licence (AFSL) and states it has now helped secure over 50 AF...
INDUSTRY NEWS
ING-owned RetireInvest has created a more equitable dealer split model for its advisers by abandoning its incremental revenue sharing structure in place of an arrangement...
INDUSTRY NEWS
Associated Planners Financial Services (APFS) shareholders delivered a landslide vote last week in favour of Challenger Financial Services Group’s (CFSG) proposal to acqu...
INDUSTRY NEWS
Australian financial planning groups are being encouraged to expand overseas and tap into a number of under-serviced markets that present a bevy of advice opportunities....
INDUSTRY NEWS
The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...
INDUSTRY NEWS
The introduction of straight through processing for dealers and planners heralds a new era in client communication. Lucia Appleby reports....
INDUSTRY NEWS
Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....
INDUSTRY NEWS
The most difficult element of advancing technology is getting people to adopt it. Greg Germon looks for the common thread to achieving user acceptance....
INDUSTRY NEWS
Advisers are looking for simple software, but their needs are often more sophisticated, writes John Wilkinson....
INDUSTRY NEWS
The perfect financial planning software will do just about everything, except make the coffee. But even with rapid development we’re not quite there yet, as Freya Purnell...
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Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...