FINANCIAL PLANNING
Financial planning
The Financial Planning Association and Financial Planning Education Council have released for consultation a national financial planning curriculum that also calls for a ...
Financial planning
Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...
Editorial
In the lead up to the Federal Budget it remains to be seen whether the Minister for Financial Services, Bill Shorten, will deliver on legislating the restricted use of th...
Financial planning
Even if financial planners don't agree with the findings of ASIC's recent shadow shopper survey, they should consider attending upcoming workshops addressing the findings...
Editorial
Financial planners should take heart that the Industry Super Network appears to have changed the 'messaging' contained in its television advertising....
Financial planning
Senior financial planners and paraplanners are in high demand by domestic banks, according to the latest report by recruitment firm Hays....
Financial planning
Money Management's new iPad edition is out now, bringing you our best in news, features and commentary, as well as loads of exclusive content....
Financial planning
Specialist superannuation and investment platform provider Wealthtrac is continuing to market its services to independent financial planners, having rebuilt FUM back to l...
Financial planning
AMP has announced that Multiport managing director John McIlroy will leave the company and be replaced by Libby Roy....
Financial planning
Although only a third of financial planners used annuities over the past year, demand for this product continues to grow, according to a survey released by Investment Tre...
Policy & Regulation
The Boutique Financial Planning Principals Group has endorsed the FPA's handling of FOFA negotiations - particularly recognition of the term 'financial planner'....
Editorial
There are a number of options available to accountants wishing to branch out into financial planning. Adam McGruen outlines the pros and cons of each....
Financial planning
More clients would prefer their planner picked up the phone, while two in five don't even perceive they use the services of a planner, according to a Leap of Faith survey...
Editorial
Having clients believe that placing money in bank deposits constitutes investing will have a detrimental effect on both the financial advice industry and the end consumer...
Editorial
Some of the players might not approve of the way in which the FOFA bills will ultimately be shaped but, as Mike Taylor reports, a Money Management roundtable has conclude...
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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...