FINANCIAL PLANNER

Financial planning

FPA calls for a more informed debate on the merits of selecting different superannuation funds....

Financial planning

ANZ admits some failures on Opes Prime and Storm, but wants the professionalisation of the financial planning industry....

Financial planning

QInvest submission argues that advisers are at cross-roads and that they cannot serve two masters....

Financial planning

Submission to the joint parliamentary inquiry claims the buyer of last resort policy is biased towards product providers....

Financial planning

A Sydney financial planner who has worked with former clients of Storm Financial in recent months has pointed to an aggressive sales culture within the failed group, incl...

image
Financial planning

Canstar Cannex has warned that while direct life insurance does have a place, consumers who don't seek advice may end up paying higher premiums....

Financial planning

Estate planning may not be the exclusive domain of the financial planner, but there are tremendous opportunities for them to play a leadership role. CORRINA JACK reports....

Editorial

Class action launched in 2007 to recover investors' losses in Westpoint property developments....

Financial planning

AMP chief executive Craig Dunn has defended the integrated financial services model, saying despite "inherent conflicts of interest" that must be managed, consumers prefe...

Editorial

Peter Worcester and Paul Resnik continue their examination of the risks involved in borrowing to invest....

image
Financial planning

Financial planning practices are not working with their dealer groups to tackle cash-flow problems during the downturn....

image
Financial planning

Planners served notice by regulator but reports of home and office raids incorrect....

Financial planning

Over the past 21 years Queensland financial planner Martin Kerrigan has had nearly 30 face-to-face meetings with promoters of agribusiness managed investment schemes, des...

image
Financial planning

Service payments between planners and clients are not an issue for government regulation, financial planner Wayne Leggett has argued to the parliamentary committee inquir...

image
Financial planning

In a submission to the Rippoll inquiry respected financial planner Neil Kendall has hit out against substantial "hidden incentives" paid to Australian financial services ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 days 11 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 week 1 day ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 6 days 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....

3 weeks 1 day ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

1 week ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

6 days 17 hours ago