FINANCIAL PLANNER

Financial planning

Salary freezes and reductions, job cuts and drawn-out recruitment processes: challenging times lie ahead, but the diversity of the financial services sector means a varie...

image
Financial planning

Financial planners are venting their frustrations regarding real and perceived conflicts of interest created by commission payments to the parliamentary inquiry into the ...

image
Life/Risk

Sixty per cent claim their main concern was ensuring that the family mortgage would be paid if the unexpected happened....

Financial planning

In his second submission to the parliamentary inquiry into banking and financial services, Queensland financial planner Bruce Baker argues that with or without commission...

image
Editorial

It would have come as no surprise to the chief executive of the Financial Planning Association, Jo-Anne Bloch, that she was subject to some stern questioning from the flo...

image
Financial planning

The Financial Planning Association is a key industry body, but it’s time for it to evolve into a greater force, writes RAY GRIFFIN....

image
Life/Risk

Is insurance really all about product and price, asks CHRIS KIRBY....

image
Financial planning

Under the new margin lending regulations, margin lenders will have responsibility for informing clients of margin calls, unless separate arrangements are put in place to ...

image
Financial planning

Financial services lawyer Peter Bobbin has rejected calls for more regulation around the roles played by financial product salesman and financial advisers, saying a recen...

Editorial

The fees paid for tax returns prepared by an accountant are tax deductible. Should the same apply to a visit to your financial adviser?...

image
Financial planning

Financial planners are more than advisers, they're life coaches, writes Steve Helmich...

image
Financial planning

Also criticises the transfer of the Financial Literacy Foundation to the Australian Securities and Investments Commission....

image
Funds management

The number of advisers and investors using exchange-traded funds (ETFs) is set to grow significantly, according to a study by researcher Investment Trends....

Financial planning

Moves to plug the awareness gap about financial planning among university students....

Financial planning

Super switchers are failing to get financial advice but most have very low account balances and are migrating to industry funds....

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 1 day 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