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FINANCIAL PLANNER
Financial planning
Each year, the number of applications Money Management receives for one of the industry’s most prestigious awards increases. And this year was no exception....
Financial planning
Former Financial Planning Association (FPA) board member, Nick Bruining, has taken out the 2003 Money Management Financial Planner of the Year award in what is fast becom...
Financial planning
Money Management’s Financial Planner of the Year award is getting bigger and better every year, with increasing numbers of nominations, finalists and, this year, even jud...
Financial planning
A love of the country and his community has kept Robert Kiddell out of the big smoke, but he has long been playing in the big league. Jason Spits looks at why the judges ...
Financial planning
It is not every financial planner who can count a meeting with the Prime Minister as a career highlight....
Financial planning
Victorian financial planner Robert Kiddell has won the Money Management Financial Planner of the Year award for 2002 after beating a field of well known financial planner...
Financial planning
The Money Management Financial Planner of the Year Award is now in its 15th year since awarding the inaugural prize in 1989 to David Worley....
Financial planning
Paul Resnik calls on the industry to bring common sense back into financial planning training and practice....
Financial planning
Paul Resnik believes it is all too easy for planners to focus on investment choice rather than investment outcomes....
Financial planning
A financial planner has been banned for five years after making product recommendations to clients resulting in financial benefits to a company of which she was the sole ...
Financial planning
With all the changes the Financial Services Reform Act (FSRA) has brought, what do you need in terms of education to become a financial planner? Julie Bennett reports....
Financial planning
Jennifer Smith explains the ‘what was’ and ‘what will be’ of discussing risk with clients....
Financial planning
Accountants and financial planners work in the same space but often don’t see eye to eye. Jason Spits finds out where the stumbling blocks are and what planners can do to...
Financial planning
Strong and ongoing relationships between accountants and financial planners sounds like the stuff of fiction but some success stories can be found....
Financial planning
The clients and businesses of lawyers and financial planners have much to gain from professional partnerships. Lucie Beaman reports on the ins and outs of what can be a b...
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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...