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FINANCIAL PLANNING

INDUSTRY NEWS

For the first time ever, the FPA convention included a CFP retreat to which only CFPs were invited. John Wilkinson spoke with keynote speaker, Peter Webb....

INDUSTRY NEWS

Veteran risk adviser John Zwiers says the great trouble with the financial planning industry is that it pays lip service to the risk industry – and it has got to stop....

INDUSTRY NEWS

Financial planning group Lowell Flinders Group (LFG) has revealed ambitions of becoming a 'dealer of dealers' and is close to signing up a number of financial services gr...

INDUSTRY NEWS

The Australian Stock Exchange (ASX) has moved to shore up what it perceives as a gap in knowledge standards available for financial planners who provide advice on listed ...

INDUSTRY NEWS

IWL will officially release its updated version of VisiWeb this week with the new features pushing it more into the realm of advisers and redefining it as a financial pla...

INDUSTRY NEWS

Hub provider InvestmentLink will now offer consolidated data for 13 platforms and fund managers via its e-Portfolio Transaction Service after the addition of the recently...

INDUSTRY NEWS

Morningstar will add a further overlay on its style box revealing the ownership and underlying stock holding biases of portfolios....

INDUSTRY NEWS

Financial planning dealer Mawson Group has appointed former Tower Australia executive Les Mace as its chief executive officer almost a year since former group head Robert...

INDUSTRY NEWS

The hardest thing about implementing a service culture, according to financial adviser Sylvia Dickson from Dickson Bonacci, is defining what a service culture actually is...

INDUSTRY NEWS

If the National Australia Bank is ultimately successful in nabbing AMP, it will unbalance the pillars of power says, Graham Rich....

INDUSTRY NEWS

An ageing Australia will provide financial planners with greater opportunities. Julie Bennett reports....

INDUSTRY NEWS

If this is your first time – take some tips from FPA groupie, Nick Bruining....

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