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FINANCIAL PLANNING
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...
Financial planning
Older planners who have been deferring their retirement plans are putting their businesses up for sale as markets improve, according to Forte Asset Solutions director Ste...
Financial planning
Experienced financial planners who are buying or selling a relatively small book of clients may decide to use a legal template for the transfer agreement and accept the r...
Financial planning
The Shadow Assistant Treasurer, Senator Mathias Cormann, confirms he remains to be convinced on the need to legally restrict use of the term 'financial planner/adviser'....
Financial planning
Former South Australian financial planner Trevor Wayne Carll has been sentenced to two years in prison with a 13-month non-parole period....
Editorial
The launch of a national curriculum for financial planning degrees by the Financial Planning Education Council was a major win for the industry in 2012....
Editorial
The Financial Planning Association’s ‘side deal’ with the Industry Super Network on FOFA drew plenty of flack from many key industry figures....
Editorial
Plan B's Andrew Black could be forgiven for thinking he is being followed by IOOF in the wake of its acquisition of the dealer group....
Editorial
Richard Klipin made a shock exit from the Association of Financial Advisers to join ANZ-owned dealer group millennium3 in 2012....
Editorial
AMP's acquisition of Cavendish Group marked the beginning of a major push into the SMSF sector, while in the same month IOOF launched its bid for Plan B....
Financial planning
Challenger has entered into an arrangement with the financial advisory arm of Bendigo and Adelaide Bank which will cover the distribution of Challenger’s Liquid Lifetime ...
Financial planning
Specialist financial planning software provider IRESS announced this week it had released a new mobile application – XPLANtouch....
Financial planning
Financial planners may have embraced life/risk as a valuable revenue stream in recent times but that was not necessarily reflected in the life/risk sector's underlying st...
Financial planning
New platform launched to challenge planners in retail advice market....
Financial planning
Melbourne-based accountancy firm Matthews Steer Chartered Accountants has announced the creation of a new wealth management division....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...