financial planners

Editorial

Financial planners held hostage by Henry Review

The Government's failure to release the Henry Tax Review has angered financial planners....

Financial planning

Financial planner sentiment is climbing back towards the positive levels that prevailed before the global financial crisis, according to new research released by speciali...

Financial planning

FPA looking at tax agent concerns

The FPA is addressing concerns that uncertainty about the Tax Agents Services Act 2009 - which is intended to govern and raise the standards of the provision of tax agent...

Financial planning

Sunsuper expands advice service

Sunsuper has boosted its financial advice capabilities, creating a new division and appointing Steven Travis as general manager....

Financial planning

CEO of defunct Calliva forms consultancy

Calliva Group, one of the boutique financial services companies that grew out of the boom years, was a victim of the GFC and its impact on structured products....

Financial planning

Vote for BDM of the Year

Entries close tomorrow for this year's Money Management BDM of the Year awards....

Financial planning

AMP meets fee model challenges

AMP Financial Planning and Hillross are well on their way to meeting the July 1 deadline for the transition to fee-for-service but there have been challenges, according t...

Superannuation

Managing your clients' SMSF strategies

As the self-managed super fund industry continues to grow rapidly, Andrew Yee explains how to ensure your clients effectively manage their SMSFs....

Financial planning

Australian investors pay for regulatory delays: Praemium

Australian delays in adopting regulations currently in place in the UK, which are facilitating a shift from insurance to a managed investment focus, will have a high cost...

Financial planning

Profitability analysis key to fee-based model

Financial planning practices need to properly analyse profitability before they can come up with a fee-for-service remuneration solution....

Financial planning

Strategy Steps buys Desk Caddie

Deutsche Asset Management has sold its financial planning resource service Desk Caddie to Strategy Steps....

Financial planning

Planners irritated by Govt delays

Responses to a Perennial Investments straw poll have revealed the degree to which planners are irked by the Rudd Government....

Financial planning

FPA launches confidential reporting facility

The Financial Planning Association (FPA) has officially launched its anonymous reporting facility, FPA Confidential....

Financial planning

Dealer groups fall out over contract

Dealer group Synchron has raised concerns about the provisions of an agreement associated with the transfer of two financial planners from Guardian Financial Planning....