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FINANCIAL PLANNER
Financial planning
A Victorian planner has queried the new cost structures surrounding the restructured professional FPA....
Financial planning
Software provider Provisio Technologies has launched a set of customisable online advice tools designed to help super funds, dealer groups and independent financial advis...
Financial planning
A panel of senior financial planners has warned that ‘opt-in’ will drive up costs and abrogate the fundamental relationship between advisers and clients....
Financial planning
Advisers who want to add value to their clients need to look beyond market returns to give their clients an overall quality experience, according to Vanguard’s Glob...
Financial planning
Money Management surveys the cost of opt in....
Financial planning
Colonial First State looking at options following Barrett’s departure to ANZ....
People & Products
ANZ succeeds in luring Paul Barrett from CFS to head ANZ’s advice push....
Editorial
The Assistant Treasurer, Bill Shorten, faces the prospect of some serious horse-trading in both houses of Parliament to get the financial advice 'opt in' legislation pass...
Financial planning
Boutique fund managers have questioned the results of research released by Datamonitor showing that 80 per cent of independent investors would only buy assets from large ...
Policy & Regulation
One of the unintended consequences of the Government’s Future of Financial Advice (FOFA) reforms may be a shortage of 'generalist' financial planners, according to ...
Editorial
Robert Keavney recognises the trend for industry super funds to establish financial advice businesses, like their retail competitors. But he asks the question: Whose mone...
Financial planning
Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....
Editorial
The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...
Financial planning
A strong focus on partnership and developing client relationships saw Catherine Wong Doo score the runner up prize in this year's award, writes Angela Faherty....
Financial planning
Unrelenting professionalism and a firm commitment to training and education made Catherine Robson the clear winner of this year's Money Management Financial Planner of th...
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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...