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FINANCIAL PLANNER
Financial planning
Money Management and Super Review reveal a shortlist for their inaugural Women in Financial Services Awards....
Financial planning
Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believe...
Financial planning
Nominations for Money Management and Super Review’s inaugural Women in Financial Services awards close shortly. ...
Financial planning
Money Management has opened the nominations for its Financial Planner of the Year award for 2013....
Financial planning
Trustworthiness and relevant qualifications are clients’ top considerations when choosing a financial adviser, according to a survey conducted by a global financial plann...
Superannuation
Only two in five Australians currently receive qualified financial advice, according to a recent survey conducted by the Financial Planning Association....
Financial planning
The Financial Planning Association (FPA) has criticised the Tax Practitioners Board (TPB) for its lack of understanding of the financial advice industry structure, highli...
Financial planning
FPA will reconsider aspects of enshrinement if it fails to become law...
People & Products
Zurich Financial Services has added to its Western Australian life risk distribution team with the appointment of Ryan de Bruin as business development manager....
Financial planning
BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....
Financial planning
The CFP designation is gaining kudos worldwide and in Australia as demand for provable expertise and integrity grows, according to Financial Planning Association CEO Mark...
Financial planning
Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....
Funds management
Jonathan Wu, who started his career in financial services as a teenager, was this year’s recipient of the Young Achiever of the Year award for 2013....
Financial planning
An ANZ survey has found that although the majority of Australians know the importance of a long-term finance plan, not many are seeking out professional advice....
Funds management
Money Management’s judging panel has selected five finalists who will compete for the Young Achiever of the Year award....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...