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PLANNERS
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....
Editorial
Robert Keavney discusses platform commissions, proposals to merge the Financial Planning Association and the Association of Financial Advisers, intra fund advice, and pro...
Life/Risk
AMP has launched a life insurance training program to boost the skills and professionalism of its staff....
Financial planning
Synchron’s John Prossor claims planner growth is based on the limitations imposed by others....
Editorial
Many financial planners today face having to adopt a fee-for-service model. Much more is being written on the need for this than on how to implement it in practice. Rober...
Financial planning
A survey of planners reveals most believe removing commissions will help the industry but not necessarily their own businesses....
Financial planning
The FPA has confirmed that Ask an Expert will be a central element of Financial Planning Week, to be held next week....
Financial planning
Complaints to the Financial Planning Association for the first quarter of 2010 have centred on planners switching a client's super funds or completing loan applications o...
Financial planning
After growing by 50 per cent through the global financial crisis, Futuro expects to sign its 100th planner by the end of the month....
Financial planning
Research conducted by Investment Trends has found satisfaction with planning software continues to wane, while new entrants to the market are proving popular. ...
Financial planning
Active managers may be among the first to feel the squeeze as financial planners look to reduce costs to their clients without squeezing their own margins, according to n...
Financial planning
Will provide software to insurance advisers for a further three years....
Financial planning
A trend away from the low-cost dealer group model has emerged among financial planners, according to Radar Results....
Accounting
The advent of industry-wide fee-for-service could see many more accountants expand into financial planning, with the potential for accountants to promote themselves as lo...
Financial planning
Dealer group RetireInvest has outsourced some of its technical requirements to specialist company Strategy Steps....
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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...