FINANCIAL PLANNER

Financial planning

The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....

image
Superannuation

Superannuation fund members don't want to pay extra for financial advice they get over the phone or internet....

image
Financial planning

Investment platforms are shifting their focus away from consolidation towards developing and upgrading their products, particularly in relation to their technology infras...

image
Policy & Regulation

FOFA second tranche has provided scope for financial planning groups to argue legitimacy of some volume rebates....

image
Financial planning

Authorised representative of Shadforth Financial Services, Charles Badenach, has been named the 2011 Money Management Financial Planner of the Year....

image
Financial planning

Financial planners must take advantage of social media to combat negative consumer perceptions about the industry and make Australians realise the value of advice, accord...

image
Financial planning

George Flack has continued to demonstrate his continued commitment to financial planning while William Johns is part of a new generation entering the profession....

image
Financial planning

Rob McGregor scored the Money Management Financial Planner of the Year Award runner-up spot in what was a very close race to the top, writes Milana Pokrajac....

image
Financial planning

Commitment to financial literacy, strategic financial advice and client service has seen Charles Badenach crowned the 2011 Money Management Financial Planner of the Year....

image
Financial planning

Money Management has selected its 2011 Financial Planner of the Year and will announce the winner tomorrow at the Financial Planning Association national conference in Br...

image
Life/Risk

Financial planner satisfaction with life insurers remains high but some are looking for alternatives, according to the Investment Trends 2011 Planner Risk Report....

image
Financial planning

With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...

image
Financial planning

A former authorised representative of Bridges Financial Services (BFS) has been sentenced to three years imprisonment for defrauding his clients of $600,000....

image
People & Products

Guardian Advice has appointed Wes King as State Manager for Western Australia....

image
Editorial

The current global economic uncertainty has resulted in many investors questioning the wisdom of some of their investment decisions. Michael Carrigan explores ways in whi...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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 ...

4 weeks 1 day ago
gonski

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

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago