FINANCIAL PLANNERS
Financial planning
Premiums for professional indemnity insurance for financial planners have plummeted in the last 12 months, but a major insurance company has warned the Westpoint situatio...
Financial planning
The 2006 Financial Planners Report, compiled by AC Nielsen, has revealed the majority of advisers believe their dealer groups are providing them with good support and ser...
Financial planning
The man responsible for setting the rules for financial planners has praised independently-owned advisers for their “objective advice” and indicated an expansion of the d...
Financial planning
Scottish banking giant HBOS’ assault on the Australian investment industry is gaining traction, with its financial planning, insurance and investment arm St Andrew’s maki...
Financial planning
Magnitude Financial Planning is celebrating the opening of its new Brisbane office located at Spring Hill....
Financial planning
Many financial planners don’t like what they are doing and want to get out, but there are things they can do to change their attitudes, according to finance industry cons...
Financial planning
The Australian Council of Trade Unions has used its submission to the Parliamentary Inquiry into structure and operation of the superannuation industry to argue that whil...
Financial planning
The Government has confirmed that the issue of distribution and remuneration arrangements is one for the financial services industry itself to resolve....
Financial planning
Westpac Financial Planning has now completed the implementation of its advisory administrative tool known as the Leading Edge Advice Platform....
Financial planning
The power of the FPA to discipline its own members will be put to the test in circumstances where it has confirmed it is investigating 41 complaints against 23 financial ...
Superannuation
The counsel for an online automated superannuation service provider has warned financial planners offering advice on self-managed superannuation funds to review their cli...
Financial planning
Many financial planners are declining to make superannuation switching recommendations due to a dearth of available research into individual funds, particularly industry ...
Financial planning
Consistency of service and a broader lifestyle focus for clients are crucial for financial planners in the current marketplace, according to Matthew Lock, managing direct...
Financial planning
Corporate superannuation funds have been warned that they need to upgrade their member education and build better relationships with financial planners or face membership...
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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...