FINANCIAL PLANNER

Financial planning

ISN's David Whiteley says imposing an annual fee disclosure requirement on financial planners is a community expectation....

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People & Products

CommInsure has appointed Lachlan MacDonald as its state manager for Queensland....

People & Products

CommInsure has appointed Lachlan MacDonald as its state manager for Queensland....

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Financial planning

A Port Pirie financial adviser has appeared in court on one charge of deception and 27 charges of dishonest dealings with documents, brought by the Australian Securities ...

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Financial planning

Choice’s view that the quality of financial advice in Australia is "among the worst" is not the fault of financial planners but the industry as a whole, according to Omni...

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Superannuation

A significant proportion of industry fund members would be interested in further advice about their superannuation, even though less than one in five members surveyed cur...

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People & Products

Matthews Steer Chartered Accountants has announced a boost to its accounting and financial planning teams with two senior appointments....

Financial planning

Retail clients do not give too much thought to the remuneration model their financial planner operates on, but fee for service provides transparency and value, according ...

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Financial planning

Long-serving employees who have received a substantial redundancy payout are often in urgent need of financial advice, according to HLB Mann Judd Wealth Management partne...

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Financial planning

Investor sentiment has taken a dramatic fall in the third quarter of 2011, dropping to the lowest level since the first impact of the global financial crisis, according t...

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Financial planning

Investor sentiment has taken a dramatic fall in the third quarter of 2011, dropping to the lowest level since the first impact of the global financial crisis, according t...

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Financial planning

Investor sentiment has taken a dramatic fall in the third quarter of 2011, dropping to the lowest level since the first impact of the global financial crisis, according t...

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Financial planning

Do-it-yourself life insurance is becoming increasingly popular with Australians, which is largely attributed to the simplicity of buying so-called 'off the shelf' product...

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Financial planning

The use of advice technology by industry funds is not something to fear according to a technology provider....

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Superannuation

Chris Jansen explains how providing standalone superannuation advice could be a win-win....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

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

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago