ADVISERS

Financial planning

Sovereign has backtracked on its plans to give one of its advisers $1 million next year as a reward for writing business. The turnaround comes as the Commonwealth Bank's ...

Financial planning

Commonwealth Bank's New Zealand subsidiary, Sovereign, is offering to make one adviser a millionaire next year...

Financial planning

Geoff Rimmer is not your typical managing director. Sure he has the towering sky-scraper office building in Sydney’s CBD, a keen business sense and good head for figures....

Financial planning

Growing interest in investing has also called attention to some less than professional practices. Tom Collins argues that in the public’s eye planner renumeration may fal...

Financial planning

Get paid three times for your workMost people work for income, that is their only remuneration. They get paid once for exchanging the hours of their life or a salary or w...

Financial planning

It’s been almost a year since Mercantile Mutual changed its name to ING and acquired a new managing director, John Wylie. During that time, the company has made a splash ...

Financial planning

It is a pretty unusual occurrence to find a financial planner with nothing to do. It seems these days that if a planner does not have towering piles of paper work precari...

Financial planning

Few providers of back office services to financial planners would disagree that they occupy the less glamorous side of the investment advice industry, toiling away in the...

Financial planning

While this year’s Top 100 dealer survey does not feature any large acquisitions there was plenty of action still occurring among those who scored a place in the rankings....

Financial planning

In recent weeks the Australian Securities and Investments Commission (ASIC) has been particularly active in the prosecution of its duties in the financial services indust...

Financial planning

Four years is a long time in the rapidly changing retail financial services business. But while developments have come thick and fast in my four years at Money Management...

Financial planning

Objectmastery’s jaunt into the UK market has paid off for the group with it’s UK wrap account Transact attracting more than $200 million of funds under administration....

Financial planning

Netwealth investments is to makie its first move into the adviser market by offering affiliated financial planners their own Web sites....

Financial planning

The Australian Securities and Investments Commission (ASIC) has banned a BNP Paribas telecommunications analyst from acting as a representative of a securities dealer for...

Financial planning

High profile industry figure Kevin Wyld has answered the knockers of the Beacon master trust he developed, by announcing the administration platform had reached $100 mill...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 1 day ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 1 day ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks 1 day ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 2 days ago