ADVISERS

Financial planning

Advisers should not sail too close to the wind when it comes to tax planning. At least that is the opinion of Kenneths Group director John Day who says it is im-portant ...

Financial planning

An industry wide numbering system for advisers is a step closer to fruition following the creation of a working group within the Investment and Financial Services Associa...

Financial planning

Before falling foul of the law and losing $165 million on behalf of it investors, the Wattle scheme had lured about 3000 investors and at least 10 financial advisers into...

Financial planning

At least another three advisers are still to feel the sting of the investment watchdog in the wash up to the failed Wattle Group scheme....

Financial planning

The history of Glenhurst Corporation has mirrored the way the financial planning industry progressed during the nineties. First as a tied agent, then a multi-agent, it ha...

Financial planning

Wrap accounts and master trusts continue to eat into the market share of traditional retail funds, despite recent dire predictions for the future of portfolio management ...

Financial planning

Tower Trust has sent a letter to advisers confirming that up-front and trailing commis-sions will be increased by up to 10 per cent after the introduction of the GST....

Financial planning

Tower Trust has sent a letter to advisers confirming that up-front and trailing commis-sions will be increased by up to 10 per cent after the introduction of the GST....

Financial planning

Wrap accounts and master trusts continue to eat into the market share of traditional retail funds, despite recent dire predictions for the future of portfolio management ...

Financial planning

The recently announced mega-mergers in our industry have made me wonder is bigger better, and if so for whom? ASIC believes bigger makes their job easier. They are raisin...

Financial planning

Investment performance is low on an adviser’s list when it comes to selecting an investment institution, according to Assirt’s 1999 Market Trends survey....

Funds management

Why the big four want fund managers It may only be a coincidence, but the top two performers in this year’s Money Management Fund Manager of the Year Awards are now the...

Financial planning

Investment performance is low on an adviser's list when it comes to selecting an investment institution, according to Assirt's 1999 Market Trends survey....

Financial planning

Disclosure obligations under the proposed CLERP 6 legislation may unfairly dis-advantage some advisers, according to Association of Financial Advisers (AFA) national pres...

Financial planning

AM Corporation is rolling out a national chat room service for advisers, accord-ing to the new national manager information services, Paul Medcraft....

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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 5 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