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Financial Planning

Planners struggle to sell practices as values fall

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
Financial planners are finding it harder to sell their practices this year and business values have declined thanks to legislative uncertainty, according to industry valuation firm Radar Results.

Financial planners to improve soft skills

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
Financial planners can now learn behavioural skills to help them sell insurance to clients through a new training course offered by AXA.

Macq coins onto mortgage agenda

ELISE BURGESS  |  MONDAY, 11 APR 2011
Three out of four financial planning practices offer mortgage broking or referral services to their clients on their agenda, leading Macquarie to launch a mortgage module for COIN Office.

Extra year for tax related overhauls

MATT WOODINGTON  |  FRIDAY, 8 APR 2011
The federal government has granted an extra year to both Managed Investment Trusts (MITs) and financial planners providing tax advice to come to terms with new legislation.

AFS rebuff takeover offers to go it alone

ELISE BURGESS  |  FRIDAY, 8 APR 2011
Dealer group Australian Financial Services Group (AFS) will remain independent after confirming that it will no longer hold takeover discussions.

Good advisers can save clients from tax crackdown

ALISON BEVEGE  |  FRIDAY, 8 APR 2011
Financial advisers can keep their clients safe from the tax avoidance schemes by refocusing them on their investment objectives, a financial planner said today.

FPA scores 94pc approval

ELISE BURGESS  |  FRIDAY, 8 APR 2011
Financial Planning Association (FPA) members have voted almost unanimously for a new three-year strategic plan as the association moves in new direction.

Regrets, I've had a few

MICHELLE BALTAZAR  |  THURSDAY, 7 APR 2011
One in two retirees wished they saved more in super or saved earlier in their working life, particularly after belatedly discovering that not everyone can get a full or part pension when in financial strife, a survey found.

AMP taking its time with planning business

RACHEL DAVIS  |  THURSDAY, 7 APR 2011
AMP is confident that its merged business will produce profitable synergies but is taking its time with decisions on its newly consolidated financial planning empire.

FOFA opens estate planning doors

ELISE BURGESS  |  THURSDAY, 7 APR 2011
More advisers want to move into estate planning and aged care as fee-for-service reforms opens new business opportunities, according to OnePath.