FINANCIAL PLANNERS
Financial planning
ANZ Wealth has signalled it intends extending its new eBroking Exchange service to cover non-aligned financial planners to help them in selling and buying practices....
Superannuation
The Self-Managed Superannuation Fund Professionals' Association has denied self-managed superannuation funds are being oversold by financial planners and accountants....
Life/Risk
Financial planner satisfaction with life insurers remains high but some are looking for alternatives, according to the Investment Trends 2011 Planner Risk Report....
Financial planning
With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...
Editorial
Much attention has been directed towards the manner in which a Parliamentary Joint Committee will handle the Government's Future of Financial Advice legislation but, as M...
Financial planning
Financial planners working in bank branches are less satisfied with their support system than those working for independent or even institutionally-owned dealer groups, a...
Financial planning
AMP financial planning executive Steve Helmich has been named the 2012 chairperson-elect of the Financial Planning Standards Board (FPSB) Council - an advisory body of th...
Life/Risk
AMP has made enhancements across its individual and group insurance products as well as simplifying processing and end-to-end service time....
Superannuation
A new automated self-managed superannuation fund (SMSF) administration service has been launched into the market, allowing financial planners and SMSF professionals the o...
Financial planning
Cost-effective scaled advice will only be possible if the Government gets the policy and regulatory settings right, according to ANZ general manager for advice and distri...
Financial planning
<b>Latest Edition:</b> Criticisms of financial planners by compensation lawyers were recently labelled shameless by industry leaders and dealer groups, while the Governme...
Financial planning
Despite the market volatility, latest data indicates financial planners and paraplanners are still in demand....
Financial planning
Sequential Project Services has announced that its new targeted review product is now being used by AMP Financial Planners Association (AFPA), Hillross Advisers Associati...
Policy & Regulation
Financial planners have renewed their lobbying efforts on FOFA - but the key independents are playing their cards very close to the chests....
Policy & Regulation
Restoring accountants' licensing exemption is a positive development that will drive accountants and financial planners closer together, according to Patron Financial Adv...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...