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The Financial Planning Association (FPA) will suffer “a probable net loss of fifteen” staff through retrenchment following yesterday’s announcement of restructure plans t...
National Australia Financial Planning Business (NAFPB) is to focus on providing workplace financial advice to clients following its incorporation of MLC Private Client Se...
The Association of Independently Owned Financial Planners (AIOFP) and Personal Choice Management (PCM) and have combined to launch a new joint venture - Personal Choice I...
The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...
Former Financial Planning Association (FPA) board member, Nick Bruining, has taken out the 2003 Money Management Financial Planner of the Year award in what is fast becom...
The findings of the Australian Taxation Office’s recent SMSF Compliance Review benchmarking study requires closer consideration, says Kevin Smith....
Money Management’s second Business Development Manager (BDM) of the Year Award has once again proven extremely popular with the financial services community, drawing a la...
Question: I am the owner of a rental property and have heard that land tax may apply to the property. In what circumstances does land tax apply?...
It’s not every day you come across someone like Simone Vanden-Driesen. As a director of financial planning firm Leishman Financial Services, a certified financial planner...
We are a financial planning practice that has developed from the old style insurance company. Because of this, we have about 4,000 clients spread all over Australia. Unde...
Each year, the number of applications Money Management receives for one of the industry’s most prestigious awards increases. And this year was no exception....
If you don’t know Nick Bruining, chances are you are a newcomer to financial services. Julie Bennett charts his rise to the top....
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MARKET INSIGHTS
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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?...