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Financial planning
Without doubt, the biggest news in the financial planning business over the past two years has been the rise and rise of the consolidators....
People & Products
Ian Heraud will replace Ray Griffin as principal member representative on the Financial Planning Association (FPA) board, when Griffin steps down as chairman next month....
Financial planning
The woes of the Australian dollar are continuing to benefit investors with a significant exposure to international funds. ...
Financial planning
First Samuel managing director Anthony Starkins’ submission to the Senate calling on Government to outlaw commissions (Money Management, October 26) could be interpreted ...
Financial planning
Supplying the right financial services to each client is not always a simple task, especially when the client base numbers in the millions. Jason Spits looks at how the C...
Financial planning
Financial planning and accountancy consolidator Stockford Limited closed its public offering yesterday fully subscribed at $20 million....
Financial planning
The Investor Group has opted for a single dealer’s licence as part of an ongoing drive to consolidate its financial planning groups. ...
Financial planning
CPA Australia is stepping up its move into financial planning with the launch of a new designation and the announcement of its first financial planning conference....
Financial planning
The best way to find new planners is to look for young people who are well qualified and part the way through a CFP designation. ...
Financial planning
If we think back to 1988, a person could obtain an authorised representative’s licence through attending two days of in-house training. ...
Financial planning
Salomon Smith Barney (SSB) has been awarded the mandate to manage MBF’s $30 million corporate superannuation fund and provide financial planning to its MBF staff....
Financial planning
CPA Australia has stepped up its move into financial planning with the announcement of a financial planning conference....
Financial planning
Financial services company the Investor Group has opted for a single dealer’s licence as part of an ongoing drive to consolidate a series of acquisitions of a number of f...
Financial planning
Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....
Financial planning
A planner’s life as they say, shouldn’t be all work and no play. Sometime the play becomes more work than the work. Nick Bruining reports. ...
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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...