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FINANCIAL PLANNING
INDUSTRY NEWS
The Australian Consumers’ Association (ACA) has hit out at the funds management and financial planning industry in Australia, stating it is “characterised by structural c...
INDUSTRY NEWS
The Personal Choice Master Fund will pay a distribution to advisers only 12 months after its commence of operations....
INDUSTRY NEWS
The National Australia Group owned Garvan Financial Planning and MLC Financial Planning dealer groups are facing a groundswell of dissatisfaction from their 600 advisers ...
INDUSTRY NEWS
AMP has confirmed that it is willing to review its investment platform strategy as part of a bid to rejuvenate its wealth management business under new chief executive An...
INDUSTRY NEWS
Wilson HTM has merged its two planning divisions bringing together the groups 90 financial planners and brokers under one structure....
INDUSTRY NEWS
A love of the country and his community has kept Robert Kiddell out of the big smoke, but he has long been playing in the big league. Jason Spits looks at why the judges ...
INDUSTRY NEWS
It is not every financial planner who can count a meeting with the Prime Minister as a career highlight....
INDUSTRY NEWS
Want to increase your business? Improve client retention? Lower operating costs? Debbie Mayo-Smith says it is all about mastering technology....
INDUSTRY NEWS
For most financial planning professionals, there might seem to be a world of difference between the process of financial planning and engineering....
INDUSTRY NEWS
Money Management’s Financial Planner of the Year award is getting bigger and better every year, with increasing numbers of nominations, finalists and, this year, even jud...
INDUSTRY NEWS
Peter Leggett lives a charmed life. The Melbourne planner was just metres away when the World Trade Center came down and in Bali the day terrorists bombed the Sari Club....
INDUSTRY NEWS
The Financial Planning Association (FPA) has moved a step closer to setting up its own in-house professional indemnity (PI) insurance solution for members, calling on a r...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...