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FINANCIAL PLANNERS
Financial planning
Putting together binding financial agreements (BFA) for couples is an untapped area for financial planners, according to Peters McKeown director Tricia Peters....
Financial planning
Australia is ahead of many developed markets when it comes to the education of its financial planners, according to CFA Institute managing director, Asia Pacific, Paul Sm...
Financial planning
The Financial Planning Education Council has launched its approved national Accreditation and Curriculum Framework for financial planning university degrees....
Funds management
Financial planners are ditching direct equities for managed funds, according to Zenith head of sales and marketing John Nicoll....
Financial planning
The long-anticipated rise in revenue coming from the self-managed super fund (SMSF) client base is not happening just yet for financial planners, according to new researc...
Financial planning
Shadow shops are comparable to taking a car off a production line and asking a panel how well it will drive, according to head of Lifeplan Funds Management Matt Walsh....
Editorial
While the Opposition Spokesman on Financial Services, Senator Mathias Cormann, has signalled an intention to roll back elements of FOFA and Stronger Super, financial plan...
Financial planning
While a number of companies rooted in mortgage broking have expanded into financial planning, it is an area of cultural, regulatory and legal challenges....
Financial planning
Infocus Wealth Management founding director Darren Steinhardt yesterday stepped down from his role as managing director of the group, with Rod Bristow assuming the role o...
Financial planning
AFA signals it will be working to align its Principles of Practice with the outline contained in ASIC consultation paper....
Financial planning
Five financial planners have been selected as finalists for the Money Management Financial Planner of the Year 2012 award....
Financial planning
With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....
Financial planning
AMP's Steve Helmich explains what it means to be a professional financial planner and the value of professionalism for planners and their clients....
Financial planning
Paraplanners usually provide the technical investment knowledge in boutique practices and tend to construct plans from "start to finish", according to Hays banking direct...
Editorial
The trouble with APES 230 is that it goes much further than FOFA, with a prohibition on commissions and the elimination of asset-based fee arrangements....
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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...