ADVICE
Financial planning
Six dealer groups have signed up for the PremiumChoice Portfolio Services platform in its first two months of operation, says chief executive Richard Carter....
Financial planning
Will risk profiling stand up in the face of a liability claim? ROBERT KEAVNEY explores the strengths and weaknesses of risk profiling in an increasingly litigious busines...
Financial planning
Many financial planners are still unaware they could face hefty fines or even jail terms for not providing ‘wholistic, appropriate or reasonable’ advice to their clients ...
Financial planning
BT Funds Management’s wrap service has this week passed the $6 billion mark for funds under advice after a period of unprecedented growth....
Financial planning
The Australian Securities and Investments Commission (ASIC) and the Australian Consumers' Association (ACA) will engage in a survey of the financial planning industry des...
People & Products
Garrisons financial planning group is the third major advisory group to sign up to deliver InvestorWeb’s VisiPlan software....
Superannuation
Retirement income products will dominate inflows in 2010, doubling the money pouring into superannuatiuon and unit trusts....
Financial planning
The Financial Services Reform Bill currently before parliament sets out to provide a consistent and comprehensive regulatory framework for our industry. Tom Collins recko...
Financial planning
In my last article I discussed the role of the financial planner and how the Financial Services Reform Bill (FSRB) does not equate advice with financial planning....
Financial planning
The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....
Financial planning
The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....
Financial planning
Financial planners are being encouraged to offer advice to large numbers of first time shareholders involved in the share buyback scheme currently underway with the NRMA....
Financial planning
Financial planners on the look out for new opportunities might do well to target women approaching retirement....
Financial planning
The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...
Financial planning
Yes they should. Well if you look at any other profession not all GPs are surgeons and essentially an account may not have the exposure to investments, just because you c...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...