ADVISERS

Financial planning

With the Telstra II share offer just around the corner, it is worth contemplating the uneasy relationship between share trading and financial planning....

Financial planning

A survey by Macquarie Portfolio Services has revealed that the knowledge of wrap services among advisers has escalated over the past 12 months, and particularly over the ...

Financial planning

ING Mercantile Mutual Bank, the only specialist bank in Australia which distributes mortgages solely through advisers, has launched a new home loan product with a unique ...

Financial planning

A far reaching recent court judgement is being viewed as a wake-up call for financial planning dealer groups, highlighting the need to keep an eagle eye on their adviser ...

Financial planning

It is timely to reflect on our industry. Not because of the millen-nium, but because over the last twelve months or so we have seen a changing of the guard in the indust...

Financial planning

Financial planning groups are looking to beef up adviser numbers as the push to gain critical mass continues unabated....

Financial planning

I remember, when discretionary master trusts were becoming popular in the mid-nineties, business development managers (BDMs) employed by fund managers were concerned abou...

Financial planning

Far from being a threat to advisers, those financial service providers with a strong track record in the direct business often bring the same levels of service to adviser...

Financial planning

The overwhelming majority of financial advisers know very little about wrap accounts....

Financial planning

Over the past five years, advisers have watched from the sidelines as a number of retail financial services groups have been sold with what seem to be large price to earn...

Financial planning

Norwich Union has confirmed its future distribution strategy will be adviser-driven with no plans to introduce direct selling, says managing director James MacKenzie....

Financial planning

A survey by Macquarie Portfolio Services has revealed that the knowl-edge of wrap services among advisers has escalated over the past 12 months, and particularly over the...

Financial planning

Corporate superannuation has long been the realm of the large whole-sale financial services groups to the exclusion of financial advis-ers, but that is about to change, r...

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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 3 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 4 days ago
gonski

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

3 weeks 4 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....

1 week 3 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 3 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. ...

3 weeks 6 days ago