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FINANCIAL PLANNING
Financial planning
Count Wealth Accountants has rejoined the Financial Planning Association (FPA) as a principal member after having withdrawn its membership five years ago....
Financial planning
Former Westpac head of financial planning and advice Brett Himbury has struck a short-term deal with Tower Australia to provide advice on the restructure of its dealer gr...
Superannuation
The majority of older working Australians have given little or no thought to planning for retirement according to a Newspoll survey commissioned by the Commonwealth Bank....
Financial planning
Financial services firm Investor Group has issued a subdued earnings forecast for the 2002/03 financial year attributing the performance to depressed markets and weak con...
Financial planning
The Financial Planning Association (FPA) has announced an overhaul of its education offerings, that will mean a ‘meatier’ education program focused on raising standards, ...
Financial planning
LARGE financial planning groups must reconsider the structure and culture of their businesses to avoid losing clients to more adaptable and individually focused smaller i...
Financial planning
Tribeca Corporation, the owners of financial planning education and training provider Integratec, have purchased the Investment Training College (ITC) set up by industry ...
Financial planning
The attention generated by the shadow shopping survey appears to have paralysed the industry, argues Tom Collins....
Funds management
With over two decades in the game, dealer manager Michael Summers has always kept his practices ahead of their time. John Wilkinson reports....
Financial planning
The Symetry investment platform has flagged an extensive expansion program moving beyond its current master trust business into a range of dealer services and client acce...
Financial planning
The International Organisation for Standardisation (ISO) is a step closer to introducing an international standard for financial planning to Australia that would require ...
People & Products
Westpac head of financial planning and advice Brett Himbury left the group last Friday amid news that a new wealth management distribution role would be created within th...
Financial planning
Targeting ethnic markets has yielded dividends for some planners, but, as Ben Abbott writes, the days of segmenting clients by cultural background may be coming to an end...
Financial planning
The complexity of financial planning has become a burden, however, as Prue Moodie writes, one suggestion may provide the answer, though it may not be warmly received....
Editorial
Average returns are only for average people and as Jacinda Green argues, there are better ways for planners to examine the risk/return relationship in a client’s portfoli...
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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...