financial planner

Financial planning

What planners can learn from successful entrepreneurs

If it is true that only two out of 10 people seek financial advice, perhaps planners need to look to successful entrepreneurs for tips on how to raise their stake, says M...

Financial planning

CommFP whistleblower blasts lax ASIC

Commonwealth Financial Planning whistleblower Jeffrey Morris claims ASIC failed to act to cover its own incompetence....

Financial planning

Gwen Fletcher passes away

Financial planning industry veteran Gwen Fletcher passes away aged 94....

Financial planning

Retirement expectations unrealistic, planner says

Planners need to make sure clients have realistic expectations of retirement, not just financially but also in terms of their personal goals....

Policy & Regulation

TPB releases conflict of interest guidelines

Planners providing tax advice will have to adhere to the newly-released guidelines on managing conflicts of interest under TASA....

Financial planning

Demand for advice rises

The demand for financial advice is quickly rising, with industry super funds expected to deliver, according to an Investment Trends report....

Financial planning

Advisers risk losing clients

Almost a third of advised Australians last heard from their financial planner more than a year ago, which puts them “at risk” of switching, a report says....

Funds management

Product sales from bank-aligned planners in decline

New research registers a decrease in the number of wealth management products being obtained via bank-aligned planners....

Financial planning

James Kenny empowers the next generation of planners

James Kenny’s passion for educating up-and-coming stars of the profession saw him take home the 2013 Financial Planner of the Year award, Kate Cowling reports. ...

Financial planning

Sally Huynh - raising the bar in financial planning

Sally Huynh’s dedication to raising the level of professionalism in financial planning scored her the title of runner-up in the 2013 Financial Planner of the Year awards....

Financial planning

Tupicoffs’ James Kenny picks up Financial Planner of the Year

Money Management has named Tupicoffs’ James Kenny its 2013 Financial Planner of the Year. ...

Editorial

Easing others’ path to success

Unified Financial Services principal and industry veteran Michelle Tate-Lovery has been awarded the inaugural Money Management / Super Review Mentor of the Year title. ...

Editorial

A burning drive to excel

Cherie Feher, the Money Management/Super Review Women in Financial Services Awards' Rising Star, is no stranger to financial planning, having worked as a compliance manag...