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FINANCIAL PLANNER
Editorial
Understanding what your client wants rather than what you think they want is the key to avoiding financial planning mishaps, explains Ray Griffin....
Financial planning
Moves to resolve conflict of interest issues are being undermined by the 'divided loyalties' the Corporations Act encourages, argues FPA deputy chief executive Deen Sande...
Financial planning
The Parliamentary Joint Committee led by Bernie Ripoll has recommended ASIC commence immediate work on the creation of a professional standards board for financial advise...
Financial planning
For the first time in its 21-year history, a woman has been awarded the Money Management Financial Planner of the Year (FPOY) title, with Anne Graham being announced the ...
Financial planning
Advisers searching for an alternative pricing model to commissions should avoid charging hourly rates, according to the managing director of Elixir Consulting, Sue Viskov...
Financial planning
Financial planners need to make referrals a mainstream part of their businesses and develop frameworks to obtain referrals, according to consultant David Phelan....
Editorial
In the wake of recent corporate scandals and the global financial crisis, Ray Griffin asks whether the label ‘financial planner’ has become a burden to the industry....
Financial planning
While financial planners may be skilled in advising clients to include property in their investment portfolio, they don't have the skills, ability or licence to assist cl...
Editorial
Regional financial planners face the same broad issues as those in metropolitan areas, but they also face a number of issues that city slickers do not....
Superannuation
One-third of SMSF trustees to focus on buying undervalued assets....
Editorial
Amid the push to boost education standards in the financial planning industry, experience will still be central to protecting the interests of clients....
Financial planning
The 21st Money Management Financial Planner of the Year award is underway, with entries being accepted until Monday, September 28, 2009. The winner will be jetting off to...
Financial planning
Mortgage broking industry likely to adopt a fact finding and Statement of Advice process: Paratore....
Financial planning
Financial services providers should not be allowed to appeal against the removal of their licence in cases of bad advice....
Financial planning
Businesses such as iRefund thrive when consumers feel they are not getting value for the commissions paid to financial planners....
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MARKET INSIGHTS
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...