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...
New Roy Morgan research has confirmed that up to half of planning clients are out of touch with their planners....
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...
FOS backs actions of planner after client accountant's tax-related strategy ends in complaint....
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...
Gwen Fletcher AM has been awarded Money Management's inaugural Lifetime Achievement Award for her steadfast dedication and outstanding stewardship in developing and promo...
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...
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...
Simon Stanton explains why financial planners should not leave themselves out of the insurance claim process....
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...
The Financial Planning Association (FPA) has called upon the Treasury to restrict the use of the term 'financial planner' under law. ...
Legal experts believe the Government's proposed opt-in reform will be challenged due to a potential clash with current contract law....
Tyndall Investments has recruited Aaron Russell as its new national key account manager, following the recent promotion of Andrew Julius to head of retail....
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...
Scott Machin explains how scoped advice is bringing financial advice within the reach of all Australians....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...