FINANCIAL PLANNING PRACTICES
People & Products
Founder and former chief executive of Finovia Group, Geoff Pritchard, has joined Elixir Consulting as a business coach to service the company's Melbourne and Perth market...
Editorial
Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...
Editorial
Richard Klipin made a shock exit from the Association of Financial Advisers to join ANZ-owned dealer group millennium3 in 2012....
Financial planning
AMP Horizons Academy director Tim Steele has been appointed to replace Neil Swindells as head of AMP-aligned dealer group ipac, effective from early 2013....
Financial planning
AMP Horizons director Tim Steele will take over as head of AMP-aligned dealer group ipac from early next year....
People & Products
Three new directors have been appointed to the board of South Australian professional services firm Hood Sweeney....
Financial planning
The AFA has launched a white paper called Pathways to Excellence, which analyses what clients want from advice businesses....
Financial planning
Adding an accounting practice to a financial planning business is harder to pull off than advisers may think, according to JNP Capital managing director Jason Phillips....
Financial planning
By diversifying into services other than financial planning, advisers can dramatically increase the likelihood they will retain clients, says Instreet managing director G...
Policy & Regulation
A consulting firm predicts many financial planning practices and dealer groups will fail to get FOFA-ready....
Financial planning
Despite conventional wisdom to the contrary, many independent financial planners are not ill-disposed towards linking to the dealer group services provided by the major b...
Editorial
Financial planners are required to be members of an approved external disputes resolution service but they may not always know whether they are getting value for money....
People & Products
Former Count Financial managing director Andrew Gale has joined specialist corporate advisers Chase Corporate Advisory as executive director....
Financial planning
You can’t be everything to everyone. Fiona Mackenzie explains how to build referral agreements to help achieve success. ...
Financial planning
Boutique financial planning practices can increase their efficiency and save money by moving their administration overseas, according to JC Consulting managing director J...
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MARKET INSIGHTS
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...