FINANCIAL PLANNER
People & Products
MLC has announced that Paul Fog will slot into the role of NAB general manager for financial planning in an internal appointment....
People & Products
Henderson Maxwell senior planner Andrew Zbik will take over as senior financial planner at Omniwealth....
Financial planning
Adherence to the FPA's code of conduct should not be difficult and would prevent any financial adviser being penalised by FOS, the Ombudsman has confirmed....
Funds management
TAL Limited's Nathan Kerr’s understanding of his client base and the undying commitment to the industry that earned him this year’s Money Management BDM of the Year title...
Financial planning
Close relationships with clients can end up haunting financial planners when they decide to exit the industry, according to Hunts' Group principal Anthony Hunt....
Financial planning
The amount Australians are prepared to pay for financial advice has slipped over the past year, with the gap between expected and actual cost of advice widening....
Financial planning
More clients would prefer their planner picked up the phone, while two in five don't even perceive they use the services of a planner, according to a Leap of Faith survey...
Superannuation
New research confirms that financial advisers can make a difference in achieving comfortable retirement....
Financial planning
Financial planner and client sentiment improved marginally in February but remains very fragile amid the expectation of bad news, according to the latest research conduct...
Policy & Regulation
FOFA bills containing key opt-in amendments pass House of Representatives....
Financial planning
ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...
Financial planning
MLC has launched a support program for accounting businesses looking to offer a more holistic advice service to their clients....
Financial planning
The Financial Planning Association (FPA) has joined the push for the Government to make advice fees tax deductible while continuing to press its case for the restricted u...
Financial planning
New research reveals growing numbers of financial planners willing to recommend industry super funds, while NAB/MLC emerge as top brand....
Financial planning
The provision of scaled and limited financial advice, particularly over the phone, will be a key value proposition in attracting both financial advisers and clients to AN...
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MARKET INSIGHTS
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...