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Financial planning
A potential disadvantage of outsourcing paraplanning is that advisers can come to rely so much on the services of a paraplanning firm, that they abdicate their profession...
Superannuation
Cashing out a lump sum payment to live like a king for a day, not bothering to visit a financial planner prior to retiring, and ploughing into investment markets without ...
Financial planning
With the FPA’s television commercials set to begin screening in two weeks, the association has gone into warm-up mode, with chief executive Kerrie Kelly today distributin...
Financial planning
Platforms have proliferated and grown to colossal sizes, evolving over time to occupy a space in the financial services landscape in which they have few competitors....
Financial planning
In 2007, the Financial Planning Association of Australia (FPA) will set a global precedent by requiring all advisers wishing to gain its senior qualification, Certified F...
Financial planning
One in five people in an employer-sponsored superannuation fund will change fund post-July 1 according to new research, but most won’t switch immediately and still haven’...
Superannuation
Product designers will welcome a survey’s discovery that most people establish self-managed superannuation funds for greater control of their investments, rather than for...
Financial planning
The weight of industry opinion appears to fall on the side of a fee-for-service as a method of adviser remuneration under choice, although some suggest the case has not y...
Financial planning
A client’s divorce can be a financial planning opportunity, as long as you can avoid the minefields. Liam Egan reports...
Financial planning
Will choice offer you the opportunity to generate more business? That kind of depends. Various reports have suggested few members, maybe around 10 per cent, are likely to...
Financial planning
Even though the corporate regulator has allowed financial planners to contravene sections of the Financial Services Reform Act that are the subject of Government refineme...
Financial planning
A retail funds manager has taken a public line on choice of fund more often associated with the industry funds, with Advance Asset Management claiming consumers could be ...
Financial planning
The Australian Securities and Investments Commission has permanently banned a Queensland financial adviser, Michel Ruurda, from providing any financial services....
Financial planning
While it would seem the American financial consumer likes hands-on help, Australians may want some ’professional distance’, as Ray Griffin investigates....
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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...