FINANCIAL ADVISERS

Financial planning

Lynx Financial Services has emerged as the financial planning growth engine for Mercantile Mutual....

Financial planning

Financial advisers will soon be rated by Queensland-based Adviser Ratings in or-der to provide consumers with a guide to financial advisers....

Financial planning

All financial advisers need to manage their clients' emotions, expectations and economics - the 3Es. Once the 3Es are managed, the rest will fall into place. An invest...

Financial planning

The new economy has brought with it new criteria for investor protection, a senior ASIC commissioner has told members of the FPA Melbourne chapter....

Financial planning

Fund manager, Armstrong Jones (AJ) has continued its incredible run in one of the New Zealand industry's top awards programs, racking up the Morningstar Fund Manager of t...

Financial planning

Three developments over the past few weeks point to a major surge in the purchase of managed funds without advice and a major headache for advisers without their fingers ...

Financial planning

The new economy has brought with it new criteria for investor protection, a senior ASIC commissioner has told members of the FPA Melbourne chapter....

Financial planning

A group going by the name of Surfboard has become the latest online financial services group to list on the Australia stock exchange....

Financial planning

Before falling foul of the law and losing $165 million on behalf of it inves-tors, the Wattle scheme had lured about 3000 investors and at least 10 financial advisers int...

Financial planning

Before falling foul of the law and losing $165 million on behalf of it investors, the Wattle scheme had lured about 3000 investors and at least 10 financial advisers into...

Financial planning

Fidelity Investments has fired the first salvo in a direct assault on Charles Schwab’s dominance of the adviser referral business, launching an initiative to link custome...

Financial planning

At least another three advisers are still to feel the sting of the investment watchdog in the wash up to the failed Wattle Group scheme....

Funds management

Adelaide based Global Commodity Investments (GCI) has launched what it says is Australia’s first commodity investment product....

Financial planning

The recent explosion of the Internet and the growth of online trading present two faces of new technology, according to Chifley Financial Services product management and ...

Financial planning

Adelaide based Global Commodity Investments (GCI) has launched what it says is Australia’s first commodity investment product....

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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 3 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 3 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 2 days ago

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

3 weeks 3 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 3 days ago