FINANCIAL ADVISERS

Financial planning

US financial planners could be in for an unexpected business uptake following the September 11 attacks as high net worth clients seek out professional advice in the wake ...

Financial planning

A select group of union approved financial advisers and dealer groups are set to become the unlikely beneficiaries from the much publicised collapse of Ansett....

Financial planning

JBWere Investment Management has rolled out a new selection of retail managed funds, which waives the initial fee for investors....

Financial planning

The Financial Planning Assocication (FPA) has called on the Federal Government to enshrine the terms “financial planner” and “financial adviser” in the Financial Services...

Superannuation

Research commissioned by Norwich Union Life has found members of the employed public are greatly in need of superannuation information, with more than eight in 10 saying ...

Financial planning

Sealcorp has revamped its online financial services tool, adviserNET, to capitalise on a surge over the past 12 months in advisers using the service....

Life/Risk

Advisers scramble to restore indemnity insurance...

Financial planning

The arrival of global players in the UK master trust market has boosted awareness and brought benefits for Australian player Objectmastery....

Financial planning

The arrival of global players in the UK master trust market has boosted awareness and brought benefits to Australian player Objectmastery....

Financial planning

International equity funds continue to top the inflow charts for the March quarter, despite international funds suffering big losses for the first three months of the yea...

People & Products

Well known industry figure John Godfrey will become the chairman of Tower’s new dealer group, Goldridge....

Funds management

Since the earliest days of the financial planning industry, fund managers have treated financial planners to all manners of luxury. ...

Financial planning

Lonsdale Securities has moved into agribusiness research to provide information and reports for financial advisers....

Financial planning

The Association of Financial Advisers (AFA) has reacted strongly to the disclosure provisions of the Financial Services Reform Bill, claiming they are inconsistent and no...

Financial planning

Financial planners need to look at their business as an asset instead of just a business if they want to maximise their take out, according to Shirlaws managing director,...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 6 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 day 2 hours ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 5 days ago