FINANCIAL ADVISERS
Financial planning
Investment Data Technologies (IDT) has constructed a new free tool for financial advisers to assist them in choosing the optimum software for their businesses rather than...
Financial planning
Advisers with AM Corporation will receive a part share of the proceeds from the sale of the business to IOOF after former majority owner and found David Smith indicated h...
Financial planning
Fiducian Financial Services will soon launch a financial planning software package, FORCeFP, which will write financial plans meeting all FSRA requirements....
Financial planning
National Wealth Management has confirmed industry speculation that it would strike a deal with IWL to incorporate the latter’s financial planning software package, VisiPl...
Financial planning
The inaugural Business Development Manager (BDM) of the Year Award was hugely popular, with hundreds of readers nominating 98 BDMs for the award. Culling the list to a ma...
Financial planning
Women as a target market is an obvious choice, but, as Jason Spits writes, what sets them apart is what financial advisers should be looking at....
Financial planning
The proposed meeting between a number of small dealer groups in Sydney next month has been postponed after concerns regarding the direction and nature of a proposed natio...
Financial planning
Financial planning company Snowball Group has formed a strategic alliance with independent group Hayes Sterling to represent Snowball in South Australia....
Financial planning
The Joint Parliamentary Committee on Corporations and Financial Services is expected to rule against disclosure of commissions on risk products when it tables its final r...
Financial planning
Small dealer groups are back on the agenda as members of three bodies representing small planning groups have agreed to meet to discuss the creation of a national executi...
Financial planning
An international battle between controllers of the Certified Financial Planner (CFP) and Chartered Financial Practitioner (ChFP) designations has erupted in the Asia-Paci...
Editorial
Psychology is often the biggest obstacle to consistently successful investing, says Gordon Thoms....
Financial planning
Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has attacked the Financial Planning Association over its handling of recent industry criticism brought b...
Financial planning
Australia’s chief standards setting organisation, Standards Australia, has weighed into the debate about the quality of financial planning advice by revealing plans to de...
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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...