financial planning

Financial planning

Asgard's Michelle Woodgate has been named Money Management BDM of the Year....

Financial planning

Pro bono advice to promote 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

One-stop-shop model returns

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 broadens training scope

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

Dealer groups may outsource to maintain quality advice

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

Key industry fund partners with planner groups

AustralianSuper declares initial success in trial involving partnership with key planner groups....

Superannuation

Govt bans super risk commissions, imposes two year opt-in

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

NIA opposes legislating 'financial planner'

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

Guardian nabs former CBA planning head

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

FOFA reforms threaten smaller players

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

Quill Group acquires SCE

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

Divorce and shareholder changes behind practice valuations

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

Planner tax exemption extended

The current exemption of financial planners from the tax agent services regime has been extended to 30 June, 2012....

Financial planning

Improve PI risk modelling: FPA

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...