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Financial planning
Snowball Financial has paid $5 million to make two major acquisitions, giving the listed financial planning business exclusive access to 196,000 credit union members with...
Financial planning
Melbourne dealer group Lonsdale Financial Group has proved that Statements of Advice (SOA) do not need to be long and complex, reducing their disclosure documents to just...
Financial planning
There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...
Financial planning
The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...
People & Products
The Federal Government has named Watson Wyatt as the asset consultant to assist in developing the investment mandates for the Future Fund....
Financial planning
Count Financial has reported a 36 per cent increase in funds under advice for 2004-05, despite a small reduction in its number of franchisees....
Editorial
Australia’s second largest independent dealer group, Count Financial, has upgraded its profit guidance on the back of what it has described as continued strong growth in ...
Financial planning
Capstone Financial Planning has targeted New South Wales as the next stage in its growth plans with the dealer group now holding more than $1 billion of funds under advic...
Financial planning
When consultant Pauline Vamos received a copy of the Australian Securities and Investments Commission’s Financial Services Reform Policy Statement 181, she was as much in...
Financial planning
When consultant Pauline Vamos received a copy of the Australian Securities and Investments Commission’s Financial Services Reform (FSR) Policy Statement 181, she was as m...
Financial planning
Four out of every five people who consult a financial planner are satisfied with the advice they receive and most people who avoid seeing a financial planner do so becaus...
Financial planning
Below are the full results of Money Management’s exclusive poll on attitudes to the soft dollar code released by the Financial Planning Association and the Investment and...
Financial planning
Financial planning through banks has been regarded as unsophisticated, product-focused and entry level. But, as Jason Spits discovered, the banks are working hard to over...
Financial planning
Don’t jettison the basics when you prepare Statements of Advice, writes Lisa Chambers....
Financial planning
The acquisition of Ipac is bringing about a sea change at AXA. John Wilkinson spoke to AXA’s Australian chief executive officer Andy Penn....
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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?...