FINANCIAL ADVICE
Financial planning
AN ALLIANCE of high-net-worth investors has launched a stinging criticism of the quality of the financial advice they receive and accused financial planners of being tain...
Financial planning
Snowball Financial Planning has secured its third arrangement to provide financial services and advice to an employer group in the last month, announcing today that it is...
Financial planning
Macquarie Town Financial Planning director, John Michael Higgins, has been restrained by a Supreme Court injunction from providing financial products or services advice, ...
Financial planning
THE number of complaints lodged against planners has risen dramatically over the last year, with inappropriate advice the most common complaint....
Financial planning
ANY discussion of estate planning or risk insurance routinely brings out the term ‘holistic planning’....
Financial planning
Would you like to get to know your clients, intimately? As tempting as it sounds, the truth is that most financial planners don’t. Except, that is, for Carolyn Berezovzky...
Financial planning
AT A RECENT Financial Planning Association (FPA) lunch held in Sydney, the head of the Australian Consumer Association (ACA) Louise Sylvan said the benchmark level of und...
Financial planning
Money Management has conducted an impromptu poll of the financial services sector, asking key stakeholders for their opinions on the new Financial Services Reform Act (FS...
Financial planning
CHIFLEY Financial Planning and Monitor Money have finalised a deal in which $100 million of Chifley client files have been sold to Monitor Money for $4.25 million....
Financial planning
Futuro Financial Service, a Queensland financial planning firm has unveiled an ambitious growth program in a bid to become a leading financial planning group boosting its...
Financial planning
Just over a week ago, on June 11, the long awaited and much feted Financial Services Reform Act (FSRA) passed the three month mark since it became a law and ended the lon...
Financial planning
Financial planners could soon be linking up with Government agencies to provide financial advice to low income clients, according to Liberal Senator Ian Campbell....
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
Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...
Financial planning
Corporate superannuation fund Telstra Super has set up an in-house financial planning arm for its member base....
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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...