financial planners

Financial planning

Hypercompetition will be the next buzz word to come out of the financial services industry with many in the industry believing it cannot be avoided accordingt to Credit S...

Financial planning

Bridgeport plans for next level of advice

Bridgeport executive director Robert MC Brown is frustrated when Bridgeport is described as a dealer group as he says that view ignores the essence of the group and where...

Financial planning

RSA expands distribution with Guardian

Royal and SunAlliance Financial Services (RSAFS) will add a further dealer group to its distribution capabilities with the launch of its newest group, Guardian Financial ...

Financial planning

FSR should be tackled as compliance issue

The best way for financial advisers to tackle the 1200 page long Financial Services Reform Act is one bite at a time says Clayton Utz’s director of financial services Kar...

Financial planning

A balancing act - Breakspear’s first year on the job

In his first year at the helm of the Financial Planning Association (FPA), Ken Breakspear’s focus has been both on the home front as well as on the big picture issues. ...

Financial planning

Communication is key to relationships

Communication in the financial planning industry should be as free and open as possible as a means of building trust between advisers and clients according to Accumulus c...

Financial planning

Count mixes in new Compounds

The official unveiling of Compound Investments at this year’s Financial Planning Association (FPA)annual convention will be one of the industry’s lesser guarded secrets....

Financial planning

Planners avoid job market gloom

While the employment market in other sectors, including parts of financial services, is looking decidedly grim in the face of a slowing world economy and the after effect...

Financial planning

FPA sells knowledge to India

The Financial Planning Association of Australia (FPA) has finalised an agreement to sell its professional education program to the burgeoning Indian planning industry....

Financial planning

Be aware of the power you hold with clients

Asking someone who to name a person they consider to be an influential person is not easy, but when the question is narrowed and the aim is to pick the most influential p...

Financial planning

Wealth management can change the industry

What exactly is meant by wealth management? In defining wealth management there seems to be two polar extremes. For some people, it is simply a good marketing term for fl...

Financial planning

Distribution channels hold key for planners going solo

Over the past five years, the acquisition by banks and insurance companies of independent financial planning groups has become common market activity. These acquisitions ...

Financial planning

BT extends margin loans

BT Margin Lending has launched a regular gearing service into its retail managed funds, making it easier for clients and advisers to access margin loans....

Financial planning

Interest in fees may reveal some embarrassing truths

Growing interest in investing has also called attention to some less than professional practices. Tom Collins argues that in the public’s eye planner renumeration may fal...

Financial planning

Clients deserve to know how you are paid

The issue of planner renumeration is one which has been at the centre of debate for quite some time. Most planners with some time in the industry will be aware that the s...