POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Editorial
To be recognised as true professionals, financial planners need the equivalent of a degree qualification. The FPA's Certified Financial Planner designation is not enough,...
Financial planning
First impressions count in both social and business situations, says Ray Griffin. For generations many people have known this intuitively, but for financial planners it c...
Financial planning
Figures reveal membership take-up of the Financial Planning Association's Certified Financial Planner designation has plateaued since 2001....
Financial planning
Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...
Financial planning
The lacklustre recovery from the global financial crisis can be seen in the growth or decline in planner numbers and FUA, writes Benjamin Levy....
Financial planning
While many would agree the current educational requirements for entry into financial planning are inadequate, there is little common ground on how to resolve the issue, w...
Editorial
The financial planning industry should be paying more attention to female advisers - as well as female clients....
Editorial
Robert Keavney discusses platform commissions, proposals to merge the Financial Planning Association and the Association of Financial Advisers, intra fund advice, and pro...
Financial planning
Sydney-based boutique financial planning firm Financial Spectrum has launched a financial planning practice start-up and training program aimed at developing advisers out...
Financial planning
Contrary to the concerns of many in the financial planning industry, the vast majority of phone-based intra-fund advice services offered by industry funds are manned by f...
Life/Risk
The Federal Opposition is reserving judgement on the Cooper Review recommendation to ban insurance commissions while the financial planning sector battles it out with the...
Editorial
Since there is bipartisan support for the removal of commissions from planner remuneration, the outcome of a Federal Election will not change the fact that commissions ar...
Financial planning
AMP is launching a pilot walk-in retail financial planning centre in Sydney western business district Parramatta....
Financial planning
The true cost of a client review is $2,500, according to financial planning consulting firm Business Health. But that's a cost many advisers are yet to come to terms with...
Financial planning
Thornton Group and Tulare Financial Planners merge their operations....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...