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FINANCIAL ADVISERS
Editorial
Psychology is often the biggest obstacle to consistently successful investing, says Gordon Thoms....
Financial planning
Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has attacked the Financial Planning Association over its handling of recent industry criticism brought b...
Financial planning
Australia’s chief standards setting organisation, Standards Australia, has weighed into the debate about the quality of financial planning advice by revealing plans to de...
Financial planning
The vast majority of financial planners believe the recent release of a damning report into the quality of financial planning advice will have a harmful effect on the pub...
Financial planning
Support for disclosure obligations under the Financial Services Reform Act (FSRA) is high, according to a Securities Institute survey, which shows only 13 per cent of adv...
Financial planning
Credit Suisse Asset Management could be headed for a dramatic revamp of its product line up, if it pushes ahead with plans to launch a range of new offerings....
Financial planning
The Australian Securities and Investments Commission (ASIC) has found there are low levels of compliance by a number of promoters of tax driven mass-marketed schemes afte...
Financial planning
The market for financial advice in Europe is highly fragmented according to a report by independent market analyst Datamonitor, with the UK leading the way in the indepen...
Financial planning
Loyalty is fast disappearing as advisers shop around for the best deals from fund managers and dealer groups. George Liondis reports....
Financial planning
The Australian Securities and Investments Commissions (ASIC) will act against individual firms named in a damning report released this week on the quality of financial pl...
Financial planning
Investment sentiment among both financial advisers and investors is at rock bottom, according to surveys conducted by Adviser Ratings and the Australian Investors Associa...
Financial planning
The financial planning industry will face a wave of criticism after the release today of a damning report on the quality of financial planning advice....
Financial planning
Risk insurance has long been a wallflower at the financial planning party. Hampered by the depressing reality that the client may not be around to spend the benefit, risk...
Financial planning
At the conclusion of last year Money Management ran a number of articles regarding the vexed issue of commission disclosure which were promptly met by a number of respons...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...