MONEY MANAGEMENT
Financial planning
Guardian Advice is set to provide refuge to a few “high quality planners” from AAA Financial Intelligence, whose license was recently cancelled by ASIC....
Financial planning
Advisers can improve the health and profitability of their business by getting involved in philanthropy, according to Shadforth Financial Group (SFG) national head of phi...
Financial planning
Planners need to be careful in how they treat a client's informal partner in their own advice records, according to York Family Law director Nabil Wahhab. ...
Financial planning
Planners and other key stakeholders with Australian Financial Services (AFS) have held a series of meetings over the past two weeks to consider the future of the dealer g...
Financial planning
QBE has confirmed to the Finance Sector Union (FSU) that there will be a "series of changes" in 2013 that will lead to job cuts....
People & Products
Former Zurich executive Matt Drennan becomes CIO at SFG's Mosaic Portfolio Advisers....
Editorial
Mike Taylor writes that FOFA is already beginning to change the shape and texture of the financial planning industry – something likely to be reflected in a rash of annou...
Financial planning
Almost all financial advice was scoped to a point, so lines between scaled and complex advice are quite blurred, according to AMP director of advice Scott Machin....
Financial planning
The news that ANZ licensee RI Advice plans to voluntarily disclose commissions in its annual fee disclosure statements has put the spotlight on other dealer groups' plans...
Financial planning
Some planners are worried that PI requirements risk compromising best interest allocations....
Financial planning
The Financial Planning Association's (FPA's) Ask an Expert Week has commenced and will run until 27 January....
On-going insurance risks have been identified in the Government's proposals to automatically consolidate superannuation accounts....
Editorial
Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...
Financial planning
The Shadow Assistant Treasurer, Senator Mathias Cormann, confirms he remains to be convinced on the need to legally restrict use of the term 'financial planner/adviser'....
Superannuation
New survey result reveals majority in favour of treating superannuation funds like publicly listed companies....
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Podcast
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...