FINANCIAL ADVICE

Financial planning

AMP Financial Planning managing director Steve Helmich has been appointed to the Financial Planning Association’s (FPA) board to rep-resent the large dealer groups....

Financial planning

A group of financial planning dealers have banded together to provide financial advice targeting government institutions and large corporations in the process of downsizi...

Financial planning

There’s a big supply and demand problem in financial planning, according to one industry figure....

Financial planning

Westpac Financial Services has predicted banks will dominate the margin lending market within three years....

Superannuation

There has been a lot of talk about how financial planners can exploit the opportunities opening up in the changing world of superannuation. NSP Buck is one group actually...

Financial planning

Westpac Financial Services has predicted banks will dominate the margin lending market within three years....

Financial planning

Westpac Financial Services has predicted banks will dominate the margin lending market within three years....

Financial planning

On average, Australian women are outlasting their men by five years, creating an interesting and growing niche market. ...

Financial planning

While at least one Big Five accounting firm moves out of financial planning, Deloitte Touche Tohmatsu plans to grow its operations significantly....

Financial planning

Wanted: Financial planners. Start: yesterday. There is a chronic shortage of skilled financial planners emerging, as demand for high end planners far outstrips supply. ...

Financial planning

Our lead in this edition of Money Management paints a bleak picture for dealer groups looking to hang on to their top producers or boost-ing their planner numbers to meet...

Financial planning

Suncorp Metway is taking the lead from other banks and will almost double planner numbers in coming months in an effort to capitalise on its 2.5 million customers....

Financial planning

Were Stockbroking is laying the foundations for an apparent expansion into financial planning later this year. Managing director Craig Drummond says it is too premature t...

Financial planning

The question “are banks a threat to your business” (Money Management Adviser Feedback March 18) is essentially asking whether banks will be a viable competitor and steal ...

Financial planning

Financial planners should not fear e-commerce, but use the opportu-nity to concentrate on their core business of advising, according to BT executive vice president Terry ...

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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 ...

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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 ...

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

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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....

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

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

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