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Financial planning
A new award for financial planners has demonstrated the value of professional financial advice, according to the Financial Planning Association...
Editorial
Advisers often mistakenly equate risk tolerance with risk behaviour and interpret changed risk behaviour as changed risk tolerance....
Financial planning
A quote in the media by an AMP Financial Planning official that industry funds are “opaque” threatens to reignite a war of words between Industry Funds Services and the d...
Financial planning
The Financial Planning Association and Association of Financial Planners are considering applying to join a new indemnity scheme for peak professional bodies offered by t...
Financial planning
Statistics released by ING regarding consumer and adviser sentiment toward financial planning services have revealed a significant divide exists on the type of issues cli...
Financial planning
The Mariner Wholesale Mortgage Trust is now available through Asgard Wealth Solution’s highly acclaimed master trust and e-wrap platforms....
Financial planning
Asgard Wealth Solutions and Macquarie have come out on top in this year’s Assirt/Wealth Insights Service Level Survey, voted by financial planners as being the best platf...
Financial planning
The Financial Services community has welcomed the announcement by the Treasurer, Peter Costello clarifying the status of the proposed $150,000 annual cap on post-tax supe...
Financial planning
Colonial First State has stolen a march with its flagship FirstChoice platform, with the latest Assirt/Wealth Insights Service Level Survey revealing that it is being use...
Financial planning
Asgard and Macquarie have come out on top in this year’s Assirt/Wealth Insights Service Level Survey, voted by financial planners as the best platform provider and fund m...
Financial planning
The majority of financial planners feel a rogue element among their ranks or media beat-ups are chiefly responsible for the negative perception associated with the financ...
Financial planning
The superannuation industry is embracing financial planning as an integral offering for members, but has strongly rejected a commission-based fee model....
Life/Risk
A group of financial planners in Mexico are completing life insurance sales within 15 minutes of a client walking through their door, according to CommInsure business gro...
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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...