FINANCIAL PLANNING
Financial planning
Rob McGregor scored the Money Management Financial Planner of the Year Award runner-up spot in what was a very close race to the top, writes Milana Pokrajac....
Financial planning
George Flack has continued to demonstrate his continued commitment to financial planning while William Johns is part of a new generation entering the profession....
Superannuation
Accountants handling SMSFs will be able to cover off licensing via arrangement with MLC and AXA....
Financial planning
The overlap between mortgage broking firms and other segments has raced ahead in 2011 as companies search for diversified revenue streams in a gloomy financial environmen...
Financial planning
The Institute of Public Accountants (IPA) has announced a partnership with AXA and MLC to provide its 22,000 members with a comprehensive financial services package....
Financial planning
With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...
Financial planning
Eureka Financial Group has been named the financial planning practice of the year by Financial Wisdom....
Financial planning
Financial planning executive Neil Younger will make a move to ANZ Wealth next month to head up practice-based financial planning, the banking group has announced....
Financial planning
The expectation of a change in Government and consequent changes to the Future of Financial Advice (FOFA) legislation has created serious uncertainty and prompted at leas...
Financial planning
The Association of Financial Advisers (AFA) has unveiled a new advertising campaign to promote the value of financial advice and the need for everyday Australians to form...
Financial planning
The financial planning industry will once again buck the trend of the wider market and experience strong levels of hiring, largely due to attrition and experienced planne...
Financial planning
A financial planning-focused 'university challenge' announced by AMP in July wrapped up last night, with AMP Horizons director Tim Steele saying the competition had excee...
Financial planning
Choice has made clear it is lobbying the independents to back opt-in as the FOFA bills hit the Parliament....
Policy & Regulation
The Financial Ombudsman Service (FOS) has played down concerns it will have little legal guidance once the Future of Financial Advice 'best interests' duties become law....
Editorial
If the Government had cared to undertake a full regulatory impact analysis of its new legislation it might have quickly concluded that, in many respects, it was turning b...
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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...