FINANCIAL PLANNER

Editorial

New research confirms consumers who use financial planners are generally happy with the service they receive but, as Mike Taylor reports, it also points to how many clien...

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Financial planning

New Roy Morgan research has confirmed that up to half of planning clients are out of touch with their planners....

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People & Products

Managing director of Merrill Lynch and former financial planner, Jay O'Neil, will soon relocate to Australia from the United States to head up Macquarie Private Bank, Mac...

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Financial planning

FOS backs actions of planner after client accountant's tax-related strategy ends in complaint....

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Superannuation

Many financial planners belonging to the baby-boomer generation will retire around the same time as the majority of their clients, creating a greater need for well though...

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Financial planning

Gwen Fletcher AM has been awarded Money Management's inaugural Lifetime Achievement Award for her steadfast dedication and outstanding stewardship in developing and promo...

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Financial planning

More than 170 members of the Financial Planning Association (FPA) will be offering free online financial advice for the next six weeks in the hope of promoting the profes...

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Financial planning

Financial advisers may see the advantages of advising on exchange-traded funds (ETFs), but the increasing popularity of ETFs is being driven by self-directed investors, a...

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Editorial

Simon Stanton explains why financial planners should not leave themselves out of the insurance claim process....

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Editorial

With the major institutions and dealer groups having actively encouraged their financial planners to vote 'yes' to the Financial Planning Association's (FPA's) constituti...

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Financial planning

The Financial Planning Association (FPA) has called upon the Treasury to restrict the use of the term 'financial planner' under law. ...

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Financial planning

Legal experts believe the Government's proposed opt-in reform will be challenged due to a potential clash with current contract law....

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People & Products

Tyndall Investments has recruited Aaron Russell as its new national key account manager, following the recent promotion of Andrew Julius to head of retail....

Financial planning

Close to one million Queenslanders are more worried about their financial situation now than prior to the January floods and Cyclone Yasi, and are consulting planners and...

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Editorial

Scott Machin explains how scoped advice is bringing financial advice within the reach of all Australians....

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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 ...

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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 ...

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gonski

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

2 months 2 weeks ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

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Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

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The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

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