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Milana Pokrajac
Milana Pokrajac
News by this author
Whittaker Macnaught advisers will have to open a practice under Financial Wisdom if they wish to retain their clients after CBA closes the advice business on 30 June....
A lack of consultation around change within dealer groups risks alienating financial planners. ...
Now that client sentiment is changing for the better, advisers have a real opportunity to show off their portfolio construction skills, according to Damen Purcell, head o...
Advisers and investment managers need to review existing attitudes to retirement planning if they are to effectively meet the financial needs of the steadily ageing cohor...
The new remuneration model announced by Commonwealth Financial Planning will assess advisers on both financial and non-financial performance, and will see the introductio...
Commonwealth Financial Planning changes planner remuneration, ending trailing commissions. ...
Financial planners might struggle to articulate their value to passive clients come fee disclosure statement time, according to Elixir Consulting’s Sue Viskovic....
Financial planners wishing to keep providing advice in areas such as superannuation after 1 July will have to complete a course approved by the Taxation Practitioners Boa...
A Melbourne adviser who placed close to $700,000 of client money in a failed investment scheme is charged with inappropriate advice....
Financial planning broker firm Radar Results has been placed in liquidation as a result of an internal restructure....
Analysis by this author
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...