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Financial Planning

Soft skills should be a priority: Zurich

Risk services provider Zurich Financial Services Australia has said that while many financial planners are busy earning CPD points for improving their industry knowledge they should also spare some time for working on their 'soft skills' to better serve ...

ASIC fends off non-complying share offer

Financial services watchdog ASIC has accepted an enforceable undertaking from a Captain Cook Cruises subsidiary, Fendwave, which provided unsolicited offers to prospective investors using documents that contravened the Corporations Act.

Govt moves on bankruptcy super shield

The Federal Government has abandoned its previous line of attack towards bankrupt individuals who try to dodge their creditors by exploiting a super loophole, instead adopting a more common sense approach to the long-running problem.

Fin planners need to re-think succession strategy

Accountancy and advisory firm HLB Mann Judd is calling for financial planning practice owners to re-assess their business approach if they want to maximise the value of their firm come retirement.

No conflict, more interest on MLC

Amid industry calls to curb conflicts of interest when giving advice, MLC will fundamentally change how it values an adviser's business from a model based on a set formula favouring in-house products to one based on an independent market valuation.

Chalk up number 7 for Bravura in the UK

ALEX DUNNIN  |  FRIDAY, 28 JUL 2006
Bravura Solutions has just won its seventh UK client for their Talisman administration software.

Inaction is not the best action

Industry experts have argued that the recent market correction should compel mums-and-dads to re-balance their investment portfolios, not sit back and wait for the storm to pass.

FinLit website goes live

ALEX DUNNIN  |  THURSDAY, 27 JUL 2006
The Financial Literacy Foundation has finally launched its long awaited UnderstandingMoney website.

Groups must earn planner loyalty: brandmanagement

ALEX DUNNIN  |  FRIDAY, 21 JUL 2006
If dealer groups thought winning business from investors was hard, it can be almost as tough winning support just from your own planners.

Investors don't use timeframes when choosing options: FuturePlus

ALEX DUNNIN  |  FRIDAY, 21 JUL 2006
FuturePlus has just released the results of a study of more than 4,000 investment decisions made by its super fund members which confirms we need to do more to educate investors about making the right investment decisions.