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CHIEF EXECUTIVE
Editorial
Financial planning is about more than selling investment products, says Ray Griffin. It is about establishing long-lasting client relationships....
Editorial
The appointment of Mark Rantall as the new FPA chief executive comes amid revelations of disagreements in the boardroom....
Financial planning
Australian financial institutions are still under represented in emerging Asian markets, while merger and acquisition activity is set to increase globally....
Financial planning
The UK regulatory system will be overhauled, and the Financial Services Authority - the UK's version of the Australian Securities and Investments Commission - will be abo...
Superannuation
Superannuation should be included in the paid parental leave scheme discussions currently before the Senate, according to Investment and Financial Services Association (I...
Financial planning
Despite pay-for-ratings models coming under increasing scrutiny, the major research houses cannot survive on research subscriptions alone. Lucinda Beaman reports....
People & Products
Financial Planning Association (FPA) chair Julie Berry has acknowledged the appointment of incoming FPA chief Mark Rantall was conducted by a three-person sub committee o...
Financial planning
The 'opt in' provisions for continuing advice and professional indemnity insurance were just two of the key issues tabled at the AFA Leadership Licensee Forum this week....
Life/Risk
The Australian Catholic Superannuation & Retirement Fund (ACSRF) has introduced changes to its insurance offering for members to provide greater benefits and flexibility ...
Financial planning
Australia’s major retail funds management ratings houses need to improve their turnaround times, according to the findings of Money Management’s 2010 Rate the Raters surv...
Financial planning
Financial Index Australia has nabbed Canberra-based firm Civic Financial Planning from Securitor....
Financial planning
Cromwell Group has moved to acquire Orchard Funds Management....
Financial planning
Financial Planning Association (FPA) chair Julie Berry has defended the association's board conventions and protocols in light of a public protest issued by one of its fo...
Financial planning
Lonsdale practices restructure in pursuit of cost savings....
Financial planning
The National Information Centre on Retirement Investments has called on the Government to fund an equity release information centre to provide general financial and legal...
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MARKET INSIGHTS
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...