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Financial Planning

FPA chief to champion planner needs

MICHAEL HOBBS  |  THURSDAY, 27 MAY 2010
Incoming FPA chief Mark Rantall said his main focus as the new head of the financial planning body is to renew consumer confidence in the industry and listen closely to the needs of FPA members.

Wilson HTM targets SMSF sector

MICHAEL HOBBS  |  TUESDAY, 25 MAY 2010
Wilson HTM Investment Group's financial advisory arm is targeting the self managed super fund (SMSF) sector to attract more business and assessing opportunities to develop their own financial products.

Ipac buys stake in risk firm

COMPANY RELEASE  |  TUESDAY, 25 MAY 2010
Financial planning dealer group, ipac, has bought a 40 per cent equity stake in Australian Financial Risk Management (AFRM), a business with more than 2,000 in-force policies representing $10 million in premiums.

ING BDMs undergo training course

COMPANY RELEASE  |  FRIDAY, 21 MAY 2010
ING Australia business development managers will complete a Certificate IV in Practice Management over the next four months as part of the firm's new training and development program.

More HNW investors happy with planners during crisis

MICHAEL HOBBS  |  THURSDAY, 20 MAY 2010
High net worth (HNW) investors are more satisfied with the service they receive from a financial planner than a personal relationship manager and private banker, according to a new report.

New mortgage platform to offer top commissions

ALEX DUNNIN  |  THURSDAY, 20 MAY 2010
The heat may be on financial advisers to remove incentive payments and prove they are acting in the best interests of their clients, but for mortgage brokers untouched by these reforms it's business as usual.

Govt consults on advice reforms

GOVERNMENT RELEASE  |  TUESDAY, 18 MAY 2010
The Federal Government has begun consulting the financial planning industry on the Future of Financial Advice reforms - particularly on the accountants exemption and how advisers are charged.

Addwealth seeks to triple FUA

RUTH LIEW  |  TUESDAY, 18 MAY 2010
WA dealer group Addwealth is aiming to more than triple its funds under advice to reach $1 billion in three years, as part of its expansion plans to the Eastern seaboard.

Shadforth ramps up client book-buying strategy

MICHAEL HOBBS  |  MONDAY, 17 MAY 2010
Shadforth Financial Group has created a team to focus solely on buying other financial planning practice books ahead of the expected regulatory changes that could result in a number of planners leaving the industry.

AXA protects retirement income

MICHAEL HOBBS  |  FRIDAY, 14 MAY 2010
AXA Australia has launched the phase of its North product that guarantees income in retirement.