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FINANCIAL PLANNERS
Financial planning
The Financial Planning Standards Board's (FPSB's) goal is to promote higher standards so financial planning is recognised as a distinct profession similar to accounting, ...
Editorial
Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike....
Editorial
Have the recent issues raised by Trio Capital (formally Astarra/Absolute Alpha) created a mini-Madoff affair? Dominick McCormick investigates....
Superannuation
Financial planners need to establish self-managed super funds with reserves to create more flexibility, argues SMSF Strategies principal Grant Abbott....
Superannuation
Heffron principal Meg Heffron reminds advisers of the benefits of lump-sum superannuation payments - including greater tax concessions - at the SPAA conference in Melbour...
Financial planning
Coin Software has launched a new comprehensive SOA template to help financial advisers consolidate the data-gathering process and create greater efficiencies in the workp...
People & Products
Macquarie Adviser Services has appointed Fiona Mackenzie to its practice consulting business as a senior practice consultant....
Financial planning
Portfolio administration company Praemium is set to expand as a result of the impending shift from commissions to fee-for-service, according to Praemium’s group chief exe...
Financial planning
Deutsche Asset Management enters into an arrangement to sell Desk Caddie to Strategy Steps....
Financial planning
The Industry Super Network has commissioned another poll that backs its claims on the need for planners to be legally required to act only in the best interests of their ...
Financial planning
Mortgage brokers will increasingly look to join with financial planners as their industries converge....
Financial planning
Financial planners continue to grapple with customer relationship management (CRM) and platform systems, and integration is once again becoming a key concern....
Financial planning
Research conducted by Investment Trends has found satisfaction with planning software continues to wane, while new entrants to the market are proving popular. ...
Financial planning
Employment demand for financial planners is rising and so are salaries, but paraplanners are struggling to find roles, according to the latest recruitment data....
Editorial
The long-term effort required to ensure best practice in your financial planning business can reap significant dividends, writes Chandar Varadhan....
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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...