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Financial Planning

Planners ignore EMs when advising clients

BEN COLLINS  |  TUESDAY, 20 NOV 2012
Most financial planners have never mentioned emerging markets to their clients, said a Goldman Sachs Asset Management Survey.

WA planners reject big dealer groups

BEN COLLINS  |  TUESDAY, 20 NOV 2012
Many financial planning practices in Western Australia are disillusioned with their institutionally-aligned dealer groups, said Synchron's manager for the state.

FPA awards Australia's best financial planners

MARK SMITH  |  MONDAY, 19 NOV 2012
Three financial planners from Victoria have scooped the Financial Planning Association's top national accolades at this year's Best Practice Awards.

Adviser retraining delivers in spades: BT

MARK STORY  |  FRIDAY, 16 NOV 2012
A mentoring and retraining programme that's been rolled out to half the 450 financial advisers within the BT-owned dealer group, Securitor has already delivered a significant revenue (fees-based) boost after one year.

Financial advisers recognised for social media strategy

STAFF JOURNALIST  |  FRIDAY, 16 NOV 2012
Financial adviser Charles Badenach from Shadforth Financial Group won this year's Financial Standard Social Media Influence, Leadership + Excellence (SMILEYS) Scholarship, at an award ceremony yesterday.

Male clients miffed with advisers

BEN COLLINS  |  FRIDAY, 16 NOV 2012
Clients' satisfaction with their financial adviser has declined over the last six months, largely driven by men, according to the latest Lifeplan ICFS Financial Advice Satisfaction Index.

Professional membership sees advisers paid more

BEN COLLINS  |  FRIDAY, 16 NOV 2012
Financial planers who belong to a professional body earn more money, research shows.

Most consumers distrust advisers

MARK SMITH  |  TUESDAY, 13 NOV 2012
Less than half of Australians believe their advisers are acting in their best interest when offering products and services, according to a global investor study by the State Street Centre for Applied Research.

Premium Wealth eyes-off QLD and WA

BEN COLLINS  |  TUESDAY, 13 NOV 2012
Boutique advice firms in Queensland want flexible business models from dealer groups, which will allow them to keep control of their businesses, said Premium Wealth Management.

34 months prison for ex- GuardianFP adviser

BEN COLLINS  |  TUESDAY, 13 NOV 2012
A former financial adviser from Randwick, Sydney, has been sentenced to a total of 34 months imprisonment, after she illegally collected over $380,000 in insurance commissions.