financial planners

Policy & Regulation

Financial planners punt on volume rebates

A perception that volume rebates from product issuers to dealer groups will be allowed "in some shape or form" by the FOFA reforms prompted a turnaround in financial plan...

Policy & Regulation

FPA asks for a one-year transition on FOFA

The Financial Planning Association has asked the Government to allow a one-year transition timeframe for the implementation of the Future of Financial Advice reforms....

Editorial

Financial planners start the year with a reality check

Although financial planners are in for another tough year, the Financial Planning Association's Mark Rantall believes this could be a good time to reflect on how to creat...

Financial planning

Platforms spent $130 million on developments in 2011

Platform providers have invested around $130 million on new developments in 2011, with MLC Wrap and Navigator platforms receiving the highest ranking from financial plann...

Financial planning

Midwinter's new online CPD approach

Midwinter Financial Services has launched a new product - AdviserTECH CPD - which it describes as "a simple, practical online CPD education and compliance solution for fi...

Financial planning

Financial planners must develop online presence

Financial planning practices need to optimise their websites and integrate social media into their marketing plans, according to The Humble Investor's Colin Williams....

Policy & Regulation

FOFA scaring away potential financial planners, says FSC

Regulatory uncertainty is causing the financial planning industry to contract and dissuading young graduates from taking up the profession, according to FSC chief John Br...

Financial planning

Social media can attract SMSF business

Using popular social media channels such as Facebook, LinkedIn, Twitter and YouTube can help financial advisers win new SMSF business, according to SMSF Academy managing ...

Financial planning

Social media can attract SMSF business

Using popular social media channels such as Facebook, LinkedIn, Twitter and YouTube can help financial advisers win new SMSF business, according to SMSF Academy managing ...

Financial planning

SMSF trustees want advice on strategy, not products

SMSF trustees find it "very challenging" to find good professional advice, and nearly half of them believe financial planners are out to sell products to benefit themselv...

Financial planning

Scaled financial advice - can it deliver on its promise?

Scaled financial advice is a promising offering receiving a big push from the Government and industry regulators. However, lingering uncertainties are preventing the serv...

Financial planning

Nominations open for 2012 BDM of the Year

Nominations are now open for Money Management's 2012 BDM of the Year....

Financial planning

Nominations open for 2012 BDM of the Year

Nominations are now open for Money Management's 2012 BDM of the Year....

Financial planning

Financial planners give margin lending the cold shoulder

Things are not looking up for margin lending as recent data shows the sector was given a cold shoulder by financial planners yet again....

Editorial

Financial services loses its appetite for recruitment

The financial services industry is slowly losing its recruitment drive as economic and regulatory uncertainties linger. However, while some find it difficult to grow, oth...