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FINANCIAL PLANNERS
Financial planning
Patron Financial Advice has opposed a Financial Services Council proposal to introduce a binding standard for insurance business, saying it would restrict consumer choice...
Funds management
MLC strategist warns on possible plunge in residential property investment returns....
Editorial
Putting aside the increasingly open question of whether the Gillard Labor Government will remain in power long enough to oversee the implementation of its Future of Finan...
People & Products
ANZ Wealth appoints Don Sillar as new head of sales....
Policy & Regulation
The FPA has expressed concern that lack of clarity in the FOFA legislation could undermine practice valuations....
Financial planning
The Industry Super Network (ISN) has called for "watertight" consumer protection requirements to guard against future financial planning "scandals"....
Financial planning
Melbourne-based AMP practice, Eluvia has launched a debt and gearing program for clients....
Financial planning
Technology is cutting the time taken to produce single issue SOAs from hours to just minutes, according to Provisio Technologies....
Editorial
The debate around responsible investments has become charged by the controversial and highly discussed carbon tax. However, Janine Mace finds this will not negatively imp...
Editorial
The debate around responsible investments has become charged by the controversial and highly discussed carbon tax. However, Janine Mace finds this will not negatively imp...
Financial planning
The technology surrounding simple advice has been the focus of both financial planners and software developers in the last 12 to 18 months, according to Investment Trends...
Superannuation
SMSF trusteeships represent a logical extension for financial planners, according to WLM Financial director Matthew Walker....
Financial planning
Government claims opt-in would cost around $11 per financial planning client is at best questionable and, at worst, entirely misleading, writes Mike Taylor....
Financial planning
Australian Financial Services (AFS) is reviewing its approved product list (APL) with a view to dumping unproductive or unsupported products and platforms....
Superannuation
ISN chief executive David Whiteley has claimed all retail super fund balances should be transferred to MySuper products from 1 July 2015....
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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...