FINANCIAL PLANNERS
Financial planning
Last week financial planners were given the first solid indication of what they will have to pay to comply with looming anti-money laundering legislation....
Financial planning
Functionality and service have overtaken fees as advisers’ key concerns when using wraps and master trusts according to a study conducted by research house Brandmanagemen...
Financial planning
Accountancy giant Deloitte has released a web-based anti-money laundering tool, which it says will only cost financial planners the price of a hamburger....
Financial planning
A growing interest in alternative investments and structured products by financial planners has led Aegis Equities Research to expand its specialist team....
Financial planning
What do the Australian Securities and Investments Commission (ASIC) and the Australian Consumers Association (ACA) really want from financial services? What can be left o...
Life/Risk
It is a problem that everybody knows about, and some have solutions for, yet it will not go away. Australians are not buying risk insurance, and far too-few advisers are ...
Financial planning
“Broad-brush” critics of the financial planning industry have had their disapproval blunted by a new survey, which found a growing number of consumers believe the quality...
Financial planning
The Financial Planning Association’s looming $3 million consumer advertising campaign won’t be a tit-for-tat style counter punch against the industry superannuation fund’...
Financial planning
The financial services industry says the Federal Government went a long way yesterday to arresting fears that any proposed anti-money laundering legislation would heap un...
Financial planning
The FPA has told financial advisers not to be afraid of possible costs to their business that will be imposed when the Government releases its long awaited anti-money lau...
Financial planning
In the first six months of 2005 there has been a 6 per cent increase in the number of financial planners in the industry, according to a new study....
Financial planning
Research has confirmed the Chinese market offers strong prospects for financial planners with a nationwide study revealing 63.59 per cent of consumers in China sought adv...
Financial planning
A “taken aback” chief executive of the Financial Planning Association, Kerrie Kelly, has demanded the chair of the Australian Securities and Investments Commission take a...
Financial planning
The FPA has stepped up the pressure on its members over soft dollar payments, asking them to prove they are complying with a new code of conduct....
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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...