FINANCIAL ADVISER

Financial planning

A Sydney based financial adviser has been sentenced to 300 hours community service and been handed a 12-month, $1000 good behaviour bond, after being found guilty of acti...

Financial planning

Tribeca Corporation has acquired Resnik Communications for $3.5 million, in a bid to continue its growing professional services operations....

Financial planning

A former Securitor financial planner has been handed down a life ban by the Australian Securities and Investments Commission (ASIC) from acting as a representative of a s...

Financial planning

With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...

Financial planning

An adviser who created a fictitious account with his employer, Barton Capital Securities, has been sidelined by the Australian Securities and Investments Commission (ASIC...

Financial planning

The Ethical Investment Company of Australia (EICA) has opened its second office after 12 months of operation in the Australian business, branching out into the Tasmanian ...

Financial planning

Westpac chief executive officer David Morgan has not ruled out further purchases as part of its wealth management strategy, describing its recent purchase of Rothschild A...

Financial planning

Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...

Financial planning

Administration platforms such as master trusts and wraps do not provide benefits to clients and, in some cases, hide the inefficiencies of the financial planning industry...

Financial planning

Perpetual Investments has launched a socially responsible investment (SRI) fund, following two years of research to determine investor and financial adviser interest in e...

Financial planning

Financial planning industries around the world are facing unique challenges. KATE KACHOR reports on how the Japanese, US and UK financial planning industries are respondi...

Financial planning

Recent amendments to the Family Law Act enabling divorced couples to split their superannuation brings a new level of complexity for financial advisers. NABIL WAHHAB repo...

Financial planning

Deakin Financial Services Group has undergone a major capital raising exercise to fund its plans for an increased presence nationally....

Financial planning

Australia’s financial services industry is poised for further rationalisation as Suncorp Metway goes on the acquisition trail....

Financial planning

Very few people in the industry would have failed to notice the push to higher education standards that have been going on in recent years, especially after it received a...

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

2 weeks 6 days ago