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Financial planning
The Financial Planning Association is attributing a rebound in its financial position to a successful 2004 Annual Convention....
Financial planning
The political fanfare and media frenzy which beset the 2005 Budget announcement, heralding tax cuts on many fronts, unfortunately overlooked blatant omissions from a fisc...
Financial planning
Count Financial will introduce a new adviser grading system from July 2006, which will split advisers in the independent financial planning network into three levels, bas...
Financial planning
While it would seem the American financial consumer likes hands-on help, Australians may want some ’professional distance’, as Ray Griffin investigates....
Editorial
Ray Griffin shows hypothetically how financial services businesses are at risk of litigation if they don’t exercise their correct duty of care when advising in property i...
Financial planning
This week Money Management welcomes industry veteran RAY GRIFFIN to its stable of regular columnists. A former FPA chairman and Money Management Financial Planner of the ...
Financial planning
The Securities Institute of Australia and the Australasian Institute of Banking and Finance are to merge, subject to member approval from both organisations....
Financial planning
Getting the public to understand the benefits of financial planning, boosting the reputation of the Certified Financial Planning (CFP) designation and improving communica...
Financial planning
The Financial Planning Association has outsourced the administration of its Certified Financial Planner program, awarding the contract to former competitor - the Securiti...
Financial planning
With higher levels of divorce and less emphasis on leaving behind a large inheritance, the baby boomers are finding testamentary trusts a useful estate planning tool....
Financial planning
Westpac financial planners that aren’t Certified Financial Planners (CFP) have been given 18 months to attain the designation if they wish to progress within the organisa...
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
The departing chair of the Financial Planning Association (FPA) has sent a strong signal to the association’s members that it is planning to stay on course with reforms t...
Financial planning
The ‘product flog’ is hampering attempts at professionalism by financial planners. The big institutions need to ease the sales pressure on advisers, writes Ray Griffin....
Financial planning
Financial planners have taken a lot of criticism recently from some who say we are not moving quickly enough to embrace change....
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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...