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....

image
Editorial

Alexei Piltiaev explains how implementing the right software solution can help financial planning businesses tackle the compliance and administration issues flowing from ...

image
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....

image
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...

image
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....

image
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...

image
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....

image
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....

image
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...

image
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...

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

5 hours 46 minutes ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

6 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

6 hours 55 minutes ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago