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FINANCIAL PLANNERS

Financial planning

The Financial Planning Assocication (FPA) has called on the Federal Government to enshrine the terms “financial planner” and “financial adviser” in the Financial Services...

Financial planning

Controversial New Zealand economist Gareth Morgan has told financial planners they need to keep the lowlifes in the industry as a point of differentiation....

Financial planning

Advisers who recommended using a lifetime annuity to escape a 1997 ruling on means tested unemployment benefits for people over 55 should consider revising the strategy i...

Funds management

More than $30 billion has been invested in the burgeoning syndicated property market in the past three years, according to a new report by Property Investment Research (P...

Accounting

Cutting joint venture deals with financial planners is the best option available for accountants wanting a slice of the action in the financial advice game...

Financial planning

The Financial Planning Association (FPA) has scored a massive victory in its battle against alienation of personal services income legislation, managing to obtain what is...

Editorial

An industry superannuation fund that is recommended by financial planners - I don't think so. That is the perception of many in the financial planning community, but as S...

Financial planning

In recent weeks, the Australian Securities and Investments Commission has taken a hard line against some of the industry’s most high profile dealer groups....

Editorial

Most advisers promise ongoing service at their initial meetings with clients. However, as Rob Keavney points out, a large number fail to deliver on that promise....

Financial planning

The Financial Planners and Insurance Advisers Association (FPIA) has shied away from specific ideas about adviser regulation....

Financial planning

Financial planners and paraplanners have received a dose of reality as fast growing salary packages show the first signs of faltering. ...

Financial planning

The Financial Planning Association is confident it will receive positive news from the Prime Minister’s office on the issue of alienation of personal services income (APS...

Financial planning

Chris Smith has left his post as national manager of multi-advisers with Zurich Financial Services to take on the national business manager position at partly owned Zuric...

Financial planning

Well-known financial services figure Bonnie Guilford has departed AMP Financial Planning and joined Timbercorp in the newly created position of marketing and technical ma...

Editorial

Macquarie’s overall profits of $242 million in the year to March 31 announced today included a loss of around 3 per cent made by its fledgling financial services group (F...

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