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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...
Financial planning
The vast majority of financial planners believe the recent release of a damning report into the quality of financial planning advice will have a harmful effect on the pub...
Financial planning
Support for disclosure obligations under the Financial Services Reform Act (FSRA) is high, according to a Securities Institute survey, which shows only 13 per cent of adv...
Financial planning
Credit Suisse Asset Management could be headed for a dramatic revamp of its product line up, if it pushes ahead with plans to launch a range of new offerings....
Financial planning
The Australian Securities and Investments Commission (ASIC) has found there are low levels of compliance by a number of promoters of tax driven mass-marketed schemes afte...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...