FINANCIAL PLANNER

Financial planning

Super switching survey reveals surprising attitudes....

Financial planning

When it comes to a financial planner’s education, is taking the easy road an advantage or disadvantage? Michael Dale answers this by sharing his own experiences of studyi...

Financial planning

Financial planners should assist consumers as early as possible....

Financial planning

AMP Financial Planning reveals growth strategy....

image
Financial planning

The Industry Super Funds network largely responsible for financing the ‘compare the pair’ television advertising campaign has now backed the printing of a handbook on sup...

Financial planning

Nearly half of first time retail hedge fund investors involve a financial planner in the transaction, according to a new Macquarie/Investment Trends Alternative Investmen...

Financial planning

Portfolio administration service provider Praemium has launched the desktop component of its V-Wrap application, which features the ability to access live share market da...

image
Financial planning

Abstract Long...

Financial planning

Abstract Long...

Financial planning

Recent share market volatility has illustrated the value of including non-market correlated assets in an investment portfolio, according to an industry fund manager....

Financial planning

A former financial planner has faced the Brisbane Magistrates Court on seven fraud charges relating to activities that left his clients more than $126,000 out of pocket....

Financial planning

Abstract Long...

Financial planning

Zurich Financial Services has implemented an upgrade to over 52,000 of its life risk insurance policies, which will be automatically provided to its clients at no additio...

Financial planning

The role of the financial planner has come under scrutiny with 85 per cent of Australian consumers believing there should be a law in place requiring planners to provide ...

image
Financial planning

Abstract Long...

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....

3 weeks 6 days 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