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FINANCIAL ADVISERS
Financial planning
Liam Egan talks to the financial planner wrapping it up for UK advisers....
Financial planning
Divorce can be emotionally and financially draining. Death is permanent. When the two mix, it can be explosive, especially for the professional adviser who does not act w...
Financial planning
A new television advertising campaign by Colonial First State that pokes fun at industry fees and service levels has left some financial advisers less than amused....
Financial planning
A senior Liberal backbencher and chairman of the Senate Select Committee on Finance and Administration, Senator John Watson has praised the approach to superannuation by ...
Financial planning
Don’t jettison the basics when you prepare Statements of Advice, writes Lisa Chambers....
Financial planning
Trends in the risk market are set to mirror recent developments in the platform market through the introduction of a wider range of simpler products over coming years to ...
Financial planning
A new report by the banking sector’s chief complaints body has found the number of disputes involving bank-based financial planners remains relatively low, despite a stea...
Financial planning
Sealcorp-owned financial planning group Securitor has expanded its strategic partnership with practice management specialist firm Strategic Consulting and Training....
Financial planning
Financial planners are being prevented from improving the quality of advice they provide and may have to drop some of their smaller clients because of an overwhelming com...
Financial planning
A Sydney-based adviser who has built-up the funds under advice in his one-man business to $120 million over 24 years, has been acknowledged as the industry's best risk sp...
Financial planning
A Sydney-based adviser who has built up the funds under advice in his one-man business to $120 million over 24 years has been acknowledged as the industry’s best risk spe...
Financial planning
Proving that advice is given in the best interests of clients is more critical than ever if financial planners want to avoid a day in court, writes Paul Resnik....
Financial planning
The Association of Financial Advisers has hinted at a possible collective merger with other industry associations at its annual conference in Launceston, while also annou...
Financial planning
A Melbourne financial planner has been sentenced to five years and three months jail after pleading guilty in the Victorian County Court to five counts of fraud relating ...
Financial planning
Product pushing is a bummer. Disclosure is all good. Financial Services Reform (FSR) is a positive. Becoming a certified financial planner is a must. Fee-for-service is 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...