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Financial Planning

Whistleblower wanted

MICHAEL HOBBS  |  TUESDAY, 3 FEB 2009
The FPA is rethinking how it investigates financial planning firms in the wake of the Storm scandal and urges its members to speak out more against unprofessional or unethical behaviour in the industry.

Planners rethink succession model

RUTH LIEW  |  TUESDAY, 3 FEB 2009
The sale price and profitability of most financial planning firms have taken a turn for the worse since 2008, spurring planners to radically rethink their succession plans.

FPA heads to eye of Storm

MICHAEL HOBBS  |  MONDAY, 2 FEB 2009
The key team behind the Financial Planning Association (FPA) is travelling to Townsville, Queensland to speak to those directly affected by Storm Financial's advice and the firm's subsequent collapse.

Profits down for Count

RUTH LIEW  |  FRIDAY, 30 JAN 2009
The 873 adviser-strong Count Financial is expecting a 12 per cent fall to its net profit before tax for last year's second half results, putting its NPBT to $14.6 million.

Securitor combats bad times

RUTH LIEW  |  THURSDAY, 29 JAN 2009
One of Australia's top ten largest dealer groups, Securitor, is arming itself against poor markets by giving advisers more resources to serve their clients.

ING snaps up Sentry stake

RUTH LIEW  |  WEDNESDAY, 28 JAN 2009
ING Australia has bought a 37.5 per cent shareholding in Sentry Financial Group following last March's partnership deal with the planning firm.

Big Sky to aid BHP staff

MICHAEL HOBBS  |  WEDNESDAY, 28 JAN 2009
Big Sky Financial Solutions plans to provide general and personal financial advice to those members of its parent credit union affected by BHP Billiton mine closures.

Communication top priority for 2009

RUTH LIEW  |  TUESDAY, 27 JAN 2009
Financial planners new to the industry face even tougher challenges this year to gain the trust of their clients.

Advisers happier with wrap service

MICHAEL HOBBS  |  THURSDAY, 22 JAN 2009
The number of satisfied financial advisers using Macquarie Wrap has increased by seven per cent to 91 per cent over a one-year period.

End 'set and forget' strategy: van Eyk

MICHAEL HOBBS  |  WEDNESDAY, 21 JAN 2009
Financial planners must drop the traditional 'set and forget' strategy and become more dynamic to ensure their client portfolios are able to deal with changing macro economic conditions, according to van Eyk.