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...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 6 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

6 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 2 days ago
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