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FINANCIAL PLANNING
Financial planning
Younger financial planners are snapping up C & D client lists from established practices and treating them as a referral source, according to NAB Financial Planner Bankin...
People & Products
MLC has announced that Paul Fog will slot into the role of NAB general manager for financial planning in an internal appointment....
Financial planning
The number of credit unions in Australia has fallen by 36 per cent over the past five years, with fierce competition coming from major banks putting the sector at further...
Tools & guides
The option of using a record of advice has been available to financial advisers for a number of years. Samantha Hills clears confusion as to why planners would use one, w...
Financial planning
AIA Australia launches product changes which help financial planners deliver insurance within superannuation....
Financial planning
The apparent eruption of a financial planning distribution turf war in the immediate aftermath of the acquisition of Count Financial by the Commonwealth Bank has led to w...
Financial planning
When selling a financial planning practice, the handover period is crucial and it is advantageous for the vendor to remain in the business for a period of 12 months or mo...
People & Products
Henderson Maxwell senior planner Andrew Zbik will take over as senior financial planner at Omniwealth....
Editorial
Until the final wording of the Future of Financial Advice legislation is released, it is impossible to assess what the opt-in agreements have actually achieved for financ...
Editorial
Mike Taylor writes that the Government’s FOFA process has finally produced a genuinely positive outcome in the St John report’s clear analysis of the need for financial p...
Tools & guides
MLC's Gemma Dale outlines the issues financial advisers need to consider before and after 30 June to help clients maximise opportunities and avoid costly mistakes....
Financial planning
Adherence to the FPA's code of conduct should not be difficult and would prevent any financial adviser being penalised by FOS, the Ombudsman has confirmed....
Tools & guides
General awareness among financial planners about issues associated with aged care is one thing, but having a strong knowledge in this area is another, writes IOOF’s Marti...
Financial planning
Financial planners can use commodity exchange-traded funds as a hedge against client concerns about the cost of living, says Neville Ward Advice partner/director Andrew R...
Policy & Regulation
The Federal Opposition believes some segments of the financial planning industry got 'sold a dummy' on the manner in which approved industry codes of conduct would 'obvia...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...