financial planning

Accounting

Claims APES 230 will benefit most accountants

The APES 230 ethical standards may cause a small number of accountants "some commercial pain", but it will benefit the majority in the long run, according to Robert MC Br...

Financial planning

Referral relationships may need re-evaluating

Macquarie Practice Consulting has recommended financial planning businesses re-examine their overall business health, including revising whether their referral partners a...

Financial planning

Questions all clients ask their financial adviser

Fidelity’s Tom Stevenson explores some of the questions clients ask their financial advisers – and provides the answers....

Financial planning

Financial planning opportunities in rural Australia

With dealer groups looking to service untapped markets, rural and regional Australia could represent a perfect growth opportunity for financial planners....

Editorial

ASIC turns the idea of 'innocent until proven guilty' on its head

The Australian Securities and Investments Commission has outlined the draft ground rules on conflicted remuneration and, as Mike Taylor writes, there are inevitable impac...

Financial planning

Madison to base compliance around estate planning

Madison Financial Group is rolling out a compliance framework that uses estate planning as a context for the best interests duty....

Financial planning

Mortgage Choice opens financial planning business

Mortgage Choice has opened a financial planning business which will commence initial operations next month and aims to have 60 advisers within three years....

Financial planning

Opportunities and threats face planning tech space

Software providers that hang on to old technology too long risk losing their market share to innovators, but being first to market is also a risky proposition, according ...

Financial planning

Planners, mortgage brokers to move closer

Financial planning firms are increasingly likely to link with mortgage brokers, but the different skill sets, remuneration models and legal interpretations remain a barri...

Financial planning

Plan carefully before adding accounting: JNP Capital

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....

Editorial

Independent financial advisers are alive and well

While FOFA and a number of other factors have seen many planners moving under the umbrellas of the major banks and institutions, the independent financial advice sector i...

Financial planning

Financial planners can use 'banking logic' to retain clients: Instreet

By diversifying into services other than financial planning, advisers can dramatically increase the likelihood they will retain clients, says Instreet managing director G...

Accounting

Proposed APES 230 standards won't hurt us, says WHK

The introduction of the APES 230 ethical standards for accountants will not affect WHK's business model, according to the dealer group's chief risk officer Craig Lake....

Financial planning

BT chief Brad Cooper looks to growth

BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....

Financial planning

Week left to nominate the Financial Planner of the Year

There is only a week left to nominate Money Management's Financial Planner of the Year (FPOTY) for 2012 as the nominations close on Thursday, 11 October....