financial planning practice

Financial planning

Heavy users of master trusts come clean on their appeal

Master trust funds under administration continue to grow, as financial planners embrace these platforms with increasing enthusiasm. NICOLE SZOLLOS speaks to some of the b...

Financial planning

Industry debates the future of master trusts

<i>Money Management</i> hosted an exclusive Master Trust round table discussion, bringing together the views of the research, funds management, master trust and financial...

Financial planning

Departures highlight need for exit plans

THE RECENT departure of Greg Perry from Colonial highlights the critical role of key people in an organisation. Perry has stated many times in the past that he is ably su...

Financial planning

E-Shares buys its way into financial planning

Online share trading group E-Shares is set to make a big push into the financial planning market after it agreed yesterday to purchase the Perth based financial planning ...

Financial planning

Perpetual sells out of ISG

Investor Security Group (ISG), the financial planning practice headed up by high profile planners Robert and Glenese Keavney, has returned to full independent ownership a...

Financial planning

Day job leads to community success

A number of things strike you about Robert Kiddell’s application for this year’s <i>Money Management </i>Financial Planner of the Year award. The most obvious is that its...

Financial planning

Successors should not have to pay cash

Phil Guest solved his succession planning problems by simply giving away shares in his financial planning practice. He decided that, while there were successors to his bu...

Financial planning

Seeing business development from the planners point of view

Planners are reluctant to seek outside help since it often does not meet their needs. John Wilkinson reports on a group of planners who are now helping other planners to ...

Financial planning

FPA compliance chair steps down

The Financial Planning Association’s National Compliance Committee and Professional Standards National Advisory Committee chairman James Doogue will step down from the po...

Financial planning

Preserving client confidence in financial planning

Recent well publicised reports on financial planning groups have highlighted systemic risks and recurring failures by licensees to meet their legal obligations. ...

Financial planning

Putting her best fist forward

Discipline is a word that Deborah Kent is familiar with in both work and play. ...

Financial planning

Trinity finds strength through diversity

Critical mass and a penchant for specialisation has propelled Trinity Financial Services forward as this North Queensland practice sets its sights on the road ahead. Nico...

Financial planning

The changing face of the advice business

Semantics aside, there is a real difference between financial advice and financial planning. Tom Collins discusses the factors driving financial planners to take another ...

Financial planning

The changing face of the advice business

Semantics aside, there is real difference between financial advice and financial planning. Tom Collins discusses the factors driving financial planners to take another lo...

Financial planning

Succession – often mentioned rarely realised

In my view, financial planning practices are concerned about succession but have trouble accepting the changes they need to make to their business to allow a smooth and r...