FINANCIAL ADVISERS

Financial planning

Peter McKnoulty discusses the costs relating to business succession planning for financial advisers....

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Financial planning

Tough times are leading financial planners to question the value for money they are getting from their dealer groups, according to Premium Wealth Management's Chris Saund...

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Financial planning

Young advisers need to develop communication skills to talk about insurance with their clients....

Financial planning

The Association of Financial Advisers (AFA) says use of the term 'adviser' should be restricted and more closely regulated, differentiating between financial advisers and...

Financial planning

Outcomes are sometimes more emotional and misleading....

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Financial planning

The Australian Securities and Investments Commission issues none too subtle warning to advisers that they need to lift their game on investment choices....

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Financial planning

The industry body has created a government and policy committee it hopes will strengthen its relationship with the Government and better represent the needs of its member...

Financial planning

UBS's announcement that capital protection will not apply to loans it made to clients to invest in the failed Rubicon International Leaders Fund (Capital Protected Series...

Financial planning

Researchers are experiencing 'massive demand' from financial advisers for tactical asset allocation advice, driven by investors' flight into cash, according to Zenith dir...

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Financial planning

SMSF software enhanced....

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Financial planning

Pro bono services offered....

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People & Products

Former Gensys Wealth executive appointed....

Financial planning

New research reveals clients ready to invest once they feel confidence has returned. ...

Financial planning

MATTHEW ESLER considers the role new financial advice technology is playing in shaping recruitment within the financial planning practice....

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Financial planning

Funds and members expected to weather the storm....

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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 ...

1 month 3 weeks 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 ...

1 month 4 weeks ago
gonski

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

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 4 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 5 days ago