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Financial planning
The FPA has announced a series of educational workshops that will address recent poor results from ASIC's financial planning shadow shop....
Policy & Regulation
A document has circulated purporting to show an agreement between the Financial Planning Association and Industry Super Network involving a trade-off, conceding opt-in ag...
Financial planning
ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...
Financial planning
Count Financial is delivering platform savings and other benefits in the wake of its acquisition by the Commonwealth Bank....
Financial planning
Financial planners need to act now to put their clients' end-of-year tax strategies into place, according to OnePath head of technical sales strategy Andrew Lowe....
Financial planning
AMP is looking to increase the number of Horizons Academy recruitments, with at least five intakes planned for 2012....
Financial planning
Mental accounting can help financial planners harmonise their client’s money by acting as their financial conductors, writes Barry Wyatt....
Policy & Regulation
Financial planners may well be resistant to the Government's two-year opt-in, but many are already putting in place the paperwork necessary to establish the arrangement w...
Financial planning
The Futuro Financial Services brand may survive under the ownership of AMP, despite the plan to have its financial planners licensed under Charter Financial Planning....
Editorial
Mike Taylor writes that the failure of the industry’s critics to distinguish between the failure of product and the failure of advice is continuing to tarnish the reputat...
Editorial
There are several reasons why many financial planners avoid recommending industry super funds. Cameron Darrow outlines a few....
Financial planning
With little new business being written, most financial planning practices are reluctant to take on new staff - but there are still opportunities out there for recent grad...
Financial planning
Social media such as Facebook, Twitter and LinkedIn are more about marketing the services of financial planners than about advice delivery....
People & Products
Multiport has appointed Russell Scott as its head of sales and service development....
Life/Risk
The risk insurance industry has defied all odds and continued to experience strong growth amid economic uncertainty. However, that is not to say the sector has managed to...
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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...