FINANCIAL PLANNING ADVICE
Financial planning
Commitment to financial literacy, strategic financial advice and client service has seen Charles Badenach crowned the 2011 Money Management Financial Planner of the Year....
Editorial
Alexei Piltiaev explains how implementing the right software solution can help financial planning businesses tackle the compliance and administration issues flowing from ...
Financial planning
Some of the industry's largest dealer group leaders have attempted to map an approach to pricing scoped advice, but key cost differences have emerged between the groups....
Editorial
Many financial planners have lost faith in the Federal Government’s willingness to inject balance into FOFA and, as Mike Taylor writes, this attitude was not helped by re...
Superannuation
SMSF Weekly is a specialist update for professionals working in the self-managed superannuation sector....
Financial planning
Peter Joyner and Associates has lost its Australian Financial Services Licence (AFSL) for failing to maintain adequate professional indemnity (PI) insurance, among other ...
Editorial
With remote access and flexible working hours becoming par for the course, Bruce Gingell considers the viability of the mobile financial planning business model....
Financial planning
AMP Horizons Financial Planning Academy has become a national centre responsible for ongoing education and the development of its entire financial planner base, according...
Editorial
In its pre-Budget submission to the Federal Government, the Financial Planning Association called on the Government to implement a range of initiatives to support the cur...
Financial planning
The large institutions are keen competitors in the buoyant market for client books, and they are using the same client books to seed new financial planning practices....
Financial planning
Club Plus Super's in-house financial planning service has proved to be invaluable, according to the company's chief executive Paul Cahill....
People & Products
AMP Financial Services has created the new role of director of advice, which has been filled by former head of paraplanning Scott Machin....
Superannuation
The Self-Managed Super Fund Professionals’ Association of Australia (SPAA) has appointed Peter Crump and Andrew Hamilton to its board....
Editorial
With accountancy body the National Tax and Accountants' Association setting up a financial planning arm specifically aimed at getting accountants back into the advice spa...
Financial planning
According to the chair of the Parliamentary Joint Committee on Corporations and Financial Services, Bernie Ripoll, it is unlikely the Government will move to make financi...
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Podcast
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...