financial planner

Financial planning

Estate planning key to adviser sustainability

By putting estate planning at the heart of their business, planners can ensure the long-term sustainability of their client base while also fully satisfying the requireme...

Financial planning

Nominate your Financial Planner of the Year

Nominations for this year's Money Management Financial Planner of the Year (FPOTY) award are now open and will close on 11 October 2012....

Financial planning

FOFA - a 'grimm' tale for financial planners

Being a financial planner feels like living a fairy tale, but perhaps one written by the Brothers Grimm. Bryan Ashenden tells a story about Jack and Jill, two advisers wh...

Financial planning

More needs to be done to lower financial advice fees

The rise of scaled advice and fee-for-service models ahead of the start of the Future of Financial Advice legislation has made the need to lower advice costs even more im...

Financial planning

Using technology for lead generation

Boutique financial advisory firms may be able to improve their lead generation capabilities through the use of technology and social media....

Editorial

When name calling hurts

Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...

Editorial

Protecting investors from themselves

An Australian Crime Commission report into investment scams has underscored the role financial planners have in protecting investors from themselves....

Financial planning

Transition payments can be 'quite reasonable'

The debate about so-called 'transition payments' being paid to planners is 'a little overhyped', according to financial planning consultant Wayne Wilson....

Policy & Regulation

FOFA implementation may fuel practice sales

Radar Results points to likely increase in practice sales as financial planners position ahead of 2013 FOFA implementation....

Financial planning

Financial planners positioned to engage life insurance customers

Despite the rise of direct channels, financial planners are better poised to engage customers about life insurance, according to industry executives....

People & Products

CommInsure boosts retail advice team

CommInsure has made two senior hires in its retail advice distribution team, appointing Ian Knight as state manager for Victoria and Ben Bancroft as national accounts man...

Policy & Regulation

FOFA passes, but confusion over enshrining 'financial planner'

The Government’s Future of Financial Advice (FOFA) legislation passed through the Senate yesterday, but there seems to be some confusion over whether the terms 'financial...

Policy & Regulation

Key FOFA 'concession' in question

The Federal Opposition has signalled it remains to be convinced about either introducing or supporting legislation which would restrict the use of the terms 'financial pl...

Financial planning

Finding a good adviser down to 'chance': Robin Bowerman

Finding a good adviser is 'almost a matter of chance' according to Vanguard head of corporate affairs and market development Robin Bowerman....

Financial planning

Referral system won't threaten independence: IPA

The Institute of Public Accountants' affiliation with MLC and AMP/AXA will not threaten its members' independence, says IPA general manager Vicki Stylianou....