FINANCIAL ADVISERS

Financial planning

Instreet Investment is developing a portfolio stress test service to help financial advisers check the investment risk in client portfolios....

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Financial planning

Former DKN CEO Phil Butterworth made the decision to join a new business unit at BT Financial Group, regardless of whether fellow DKN and Lonsdale executives would also m...

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Financial planning

A new focus on financial adviser distribution is paying off for ING Direct with its products now recommended by 2,400 advisers in 245 dealer groups....

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Superannuation

Though self-managed super funds (SMSFs) have continued to enjoy solid growth in 2011, estate planning is an area in need of increased focus, according to Peter Hogan, Pri...

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Superannuation

Following the launch of its gearing package in May of this year, self-managed super fund (SMSF) administrator Multiport has announced further enhancements to the service,...

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Superannuation

A new automated self-managed superannuation fund (SMSF) administration service has been launched into the market, allowing financial planners and SMSF professionals the o...

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Superannuation

The financial planning industry has welcomed the Government's proposal to raise the superannuation guarantee from 9 per cent to 12 per cent....

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Superannuation

Financial advisers should utilise a recent ATO ruling as an opportunity to review SMSF succession plans....

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Financial planning

Financial advisers have reacted angrily to continuing attacks on the industry by compensation lawyers who blame financial planners for negative market performance and enc...

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Financial planning

The global financial crisis (GFC) acted as a catalyst for many financial planners to change their business models - something that has placed them in good stead as they d...

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Financial planning

Neither financial advisers nor investors have been particularly interested in structured products over the past few years and the sector has significantly shrunk since th...

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Financial planning

The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking from Commonwealth Financial Planning (CFP)....

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Financial planning

Key regulators have admitted that deliberate financial services fraud is hard to stop with or without regulatory changes....

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Financial planning

Australian Securities and Investments Commission (ASIC) chairman Greg Medcraft has outlined the regulator's proposed measures to improve the "competency and quality of ad...

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Financial planning

Most prospective Generation X and Y clients do not know what they want to do financially - and they are a market that requires a focus from financial advisers, according ...

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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 4 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 5 days ago

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

3 weeks 6 days ago

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

3 weeks ago