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FINANCIAL PLANNING
Financial planning
Asgard's Michelle Woodgate has been named Money Management BDM of the Year....
Financial planning
More than 170 members of the Financial Planning Association (FPA) will be offering free online financial advice for the next six weeks in the hope of promoting the profes...
Financial planning
A leading financial planning spokesperson has said that the Future of Financial Advice (FOFA) reforms will push wealth management groups into the old 'one-stop-shop' busi...
Financial planning
AMP Horizons Financial Planning Academy has become a national centre responsible for ongoing education and the development of its entire financial planner base, according...
Financial planning
Fast-expanding dealer groups may need to look at outsourcing technical and strategic advice solutions in order to retain a high standard of support for advisers and stay ...
Financial planning
AustralianSuper declares initial success in trial involving partnership with key planner groups....
Superannuation
The Federal Government’s Future of Financial Advice reforms have banned all risk commissions in super and volume rebates at the same time as imposing a two-year opt-in on...
Financial planning
The National Institute of Accountants (NIA) has opposed moves from financial planning bodies to have the use of the terms 'financial planner' and 'financial adviser' rest...
People & Products
Former CBA national head of financial planning, Ian Anderson, has moved to Guardian Financial Planning, where he has been appointed business acquisition manager....
Policy & Regulation
The Federal Government's Future of Financial Advice (FOFA) changes carry with them the genuine risk of benefiting the big banks, institutions and industry funds at the ex...
Financial planning
DKN Financial Group has announced the expansion of Queensland-based financial services firm, Quill Group, following its acquisition of Brisbane accountancy practice, Sims...
Financial planning
Radar Results has noted a decrease in requests for financial planning practice valuations, although the reasons behind getting a valuation have changed significantly sinc...
Financial planning
The current exemption of financial planners from the tax agent services regime has been extended to 30 June, 2012....
Financial planning
The Financial Planning Association (FPA) would like to see a better model used for pricing individual risk that would potentially bring down the costs of professional ind...
Policy & Regulation
The Government's Future of Financial Advice reforms may actually be a time bomb, according to Synchron's independent chair Michael Harrison....
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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?...