ADVISERS

Policy & Regulation

Investment Data Technologies (IDT) has upgraded its financial planning software suite to ease the burden of recent tax changes for advisers....

Financial planning

The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...

Financial planning

Only one in 50 financial planners does not use the Internet for their business, ac-cording to a recent survey....

Financial planning

The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...

Financial planning

Australian discretionary master trust FlexiPlan has recorded $3 billion for its funds under management, representing an 80 per cent increase in funds under admini-stratio...

Financial planning

Lynx Financial Services has set its sights on becoming one of the country’s biggest dealer groups with plans to grow adviser numbers to 250 within the next 18 months....

Financial planning

A US association is planning another professional designation for financial planners but insists the new mark will not set out to compete with the Certified Financial Pla...

Financial planning

Super funds, accountants and the Internet are making life pretty interesting for financial planners at the moment. But while it may be interesting for advisers, <B>Tom Co...

Financial planning

Financial advisers will soon be rated by Queensland-based Adviser Ratings in or-der to provide consumers with a guide to financial advisers....

Financial planning

What do you think of the proposed Adviser Ratings System?...

Financial planning

AustChoice Financial Services is predicting to hit the $1 billion of funds under management barrier this financial year, says managing director Roger Gumley....

Financial planning

Buying distribution is not all beer and skittles. So says Mercantile Mutual's deputy general manager integrated financial services, Tony Hartley....

Financial planning

Sealcorp has rolled out extensive changes to its adviserNET service including free access to the e-commerce site for financial planners....

Financial planning

Advisers may be opening themselves up to possible litigation by failing to advise clients with DIY superannuation funds on the options available to them under SLAB 3 legi...

Financial planning

One of Australia's best known businesses also offers financial services and has a market brand and exposure unrivalled in the industry. Jason Spits looks at how the NRMA ...

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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 ...

3 weeks 6 days 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 ...

3 weeks 6 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 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....

1 week 5 days ago

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

3 weeks 5 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

4 weeks 1 day ago