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Financial Planning

Fin planners more upbeat over reforms: Zurich

BEN COLLINS  |  THURSDAY, 24 JAN 2013
Financial advisers have become more upbeat about regulatory changes such as the Future of Financial Advice reforms, said insurer Zurich after conducting a survey.

Advisers must ask clients about SRI investing: Australian Ethical

MARK SMITH  |  WEDNESDAY, 23 JAN 2013
If the government is serious about wanting to make a positive difference on issues such as the environment, sustainability and ethical corporate governance then it must obligate financial planners to ask their clients about socially responsible investing ...

MLC dealer group the best: CoreData

BEN COLLINS  |  MONDAY, 21 JAN 2013
A financial planning dealer group in National Australia Bank's network has won an award for being the best in Australia for the third time in five years.

FoFA readiness is all about client engagement: MLC

MARK SMITH  |  FRIDAY, 18 JAN 2013
Restructuring back office systems for the Future of Financial Advice Reforms is easy compared with preparing advisers for the different discussions they will have with clients, says MLC's Richard Nunn.

Advisers at risk over asset-based fees

BEN COLLINS  |  THURSDAY, 10 JAN 2013
Advisers might need to change the way that they charge asset-based fees, which can create conflicts of interest, said finance consulting group The Fold.

Half of adviser practices in poor health: Securitor

MARK SMITH  |  WEDNESDAY, 9 JAN 2013
The health of Australia's advice industry has deteriorated since 2010, according to Securitor's new report.

Advisers risk wasting 2013: van Eyk Advice

BEN COLLINS  |  WEDNESDAY, 12 DEC 2012
Instead of preparing for an onslaught of regulatory change, Australian financial planning businesses are in danger of wasting next year, van Eyk Advice has warned.

Mortgage Choice Financial Planning open for business

MARK SMITH  |  TUESDAY, 11 DEC 2012
Mortgage Choice has launched its new financial planning business with the opening of two franchises.

Adviser permanently banned after eight year fraud

ALEX DUNNIN  |  WEDNESDAY, 5 DEC 2012
ASIC yesterday obtained court orders permanently banning a financial adviser after the NSW Supreme Court found she defrauded clients of more than $3.6 million over eight years.

New support tools bridge adviser gap

MARK STORY  |  WEDNESDAY, 5 DEC 2012
Securitor has launched two market-leading services tools designed to help advisers track key performance indicators, measure success and provide business insights.