financial planners

Superannuation

Early Bird closing for Retirement Incomes Seminar

Early Bird registrations close this Friday 13 May for the Money Management Retirement Incomes Strategies seminar. Take advantage of the discount rate by booking your spot...

Financial planning

Melbourne planner tells Shorten of opt-in impact

The managing director of a small Melbourne financial planning practice has written a letter to Financial Services Minister Bill Shorten, outlining the devastating effect ...

Superannuation

Technology to combat industry fund advice

Financial planners have been told they can use rapid advice technology to combat the efforts of industry funds....

Superannuation

Parliamentary secretary speaking at retirement incomes workshop

The Hon. David Bradbury, Parliamentary Secretary to the Treasurer, is just one in the line-up of high quality speakers who will be presenting at the inaugural Money Manag...

Financial planning

Vow Financial forms new financial planning firm

Mortgage aggregator Vow Financial has entered the financial services sector to help brokers "quarantine" their clients against financial planners, according to chief exec...

Financial planning

More jobs for planners in Q2

Employment prospects for the banking and financial services sectors are set to rise in the second quarter of 2011, according to recruitment consultancy Robert Walters....

Editorial

Financial planners' reform fatigue

Financial planners could be forgiven for suffering reform fatigue - and the release, last week, of Richard St John's consultation paper, Review of compensation arrangemen...

Superannuation

SMSFs: a low appetite for borrowing

Next to the excess contributions tax, borrowing within super is one of the most concerning issues currently faced by self-managed super fund (SMSF) advisers, writes Carol...

Editorial

Why insurance needs to be on a financial planner's agenda

Simon Stanton explains why financial planners should not leave themselves out of the insurance claim process....

Financial planning

FirstChoice automates application process with XPLAN

Colonial First State's FirstChoice platform has embarked on a joint development with IRESS' XPLAN software, which the two companies said would reduce application turnarou...

Financial planning

Reforms could overburden planners

The number of legislative and regulatory changes for the financial planning industry coming through in the next couple of years could be too burdensome and distracting fo...

Editorial

'Yes' to financial planner professionalism

With the major institutions and dealer groups having actively encouraged their financial planners to vote 'yes' to the Financial Planning Association's (FPA's) constituti...

Financial planning

Intra-fund advice not your competition: Shorten

The Assistant Treasurer and Minister for Financial Services and Superannuation, Bill Shorten, has told financial planners that there is no need to compete with the intra-...