Financial planning

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13 hours, 40 minutes ago

Reflections on a career in planning

After two decades as a financial planner, newly retired Ray Griffin explains what he has learned from a career in the industry. MoneyManagement.com.au - 7:12 a.m. Monday 22nd March 2010 EST View Article Related Articles Email to Friend

A taxing end to the financial year

Financial planners remain in the throes of change and the end of the financial year will present further challenges. But sticking to tried and tested tax strategies may see them ... MoneyManagement.com.au - 7:12 a.m. Monday 22nd March 2010 EST View Article Related Articles Email to Friend

Getting the balance right

Richard Oldcorn discusses the use of the optimisation strategy, which is somewhat neglected by financial planners. MoneyManagement.com.au - 7:12 a.m. Monday 22nd March 2010 EST View Article Related Articles Email to Friend

3 days, 11 hours ago

AIOFP members head to Vietnam

One hundred members of the Association of Independently-Owned Financial Planners will be in Vietnam this weekend for the association's two-day annual conference. MoneyManagement.com.au - 9:23 a.m. Friday 19th March 2010 EST View Article Related Articles Email to Friend

5 days, 19 hours ago

Dixon adds three to Asian Masters Fund

By Vishal Teckchandani Treasury Asia Asset Management, Legg Mason and Phillip Capital have won mandates within Dixon Advisory's Asian Masters Fund. Financial planning group Dixon Advisory has ... Investor Daily - 1:20 a.m. Wednesday 17th March 2010 EST View Article Related Articles Email to Friend

6 days, 6 hours ago

Fund execs not immune to remuneration scrutiny

Industry superannuation funds have acknowledged that the remuneration scrutiny directed at financial planners will ultimately reflect back on salaries paid to super fund executives. Super Review - 2:47 p.m. Tuesday 16th March 2010 EST View Article Related Articles Email to Friend

Remuneration scrutiny won't be contained to planners

Industry superannuation funds have acknowledged that the remuneration scrutiny directed at financial planners will ultimately shift to salaries paid to super fund executives. MoneyManagement.com.au - 9:30 a.m. Tuesday 16th March 2010 EST View Article Related Articles Email to Friend

Financial planners warned to prepare for credit licensing regime

Some 40 per cent of financial planners provide debt advice or loan assistance to their clients, which may lead to problems if they do not hold a credit licence after ... MoneyManagement.com.au - 9:30 a.m. Tuesday 16th March 2010 EST View Article Related Articles Email to Friend

International assessment for advisers flagged

The Financial Planning Standards Board has announced plans to develop an international assessment process for potential financial planning entrants. MoneyManagement.com.au - 9:30 a.m. Tuesday 16th March 2010 EST View Article Related Articles Email to Friend

1 week ago

FPSB aims for globalised financial planning standards

Financial planning representatives from China, Germany, Japan, New Zealand, South Africa and the United States joined forces to assess and develop global financial planner certification at a recent Financial Planning ... MoneyManagement.com.au - 9:28 a.m. Monday 15th March 2010 EST View Article Related Articles Email to Friend

Held hostage by Henry Review

The Government's failure to release the Henry Tax Review has angered financial planners. MoneyManagement.com.au - 7:13 a.m. Monday 15th March 2010 EST View Article Related Articles Email to Friend

1 week, 3 days ago

Financial Planners - Time to be heard!

The FSU has been in negotiations with NAB and the Consultative Committee on the terms of the new Financial Planners Agreement 2010. A couple of key issues arising from the ... Finance Sector Union - 10 a.m. Friday 12th March 2010 EST View Article Related Articles Email to Friend

Part time brokers get industry leg-up

Part time brokers worried about the introduction of licensing and ongoing lender volume hurdles can rest easy. I-Financial Group will soon allow selected brokers to be authorised representatives under its ... Mortgage Business - 8:03 a.m. Friday 12th March 2010 EST View Article Related Articles Email to Friend

1 week, 4 days ago

Planner sentiment on the rise

Financial planner sentiment is climbing back towards the positive levels that prevailed before the global financial crisis, according to new research released by specialist financial services research house Wealth Insights. MoneyManagement.com.au - 9:33 a.m. Thursday 11th March 2010 EST View Article Related Articles Email to Friend

FPA looking at tax agent concerns

The FPA is addressing concerns that uncertainty about the Tax Agents Services Act 2009 - which is intended to govern and raise the standards of the provision of tax agent ... MoneyManagement.com.au - 9:33 a.m. Thursday 11th March 2010 EST View Article Related Articles Email to Friend

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