FINANCIAL PLANNER

Editorial

Ray Griffin shows hypothetically how financial services businesses are at risk of litigation if they don’t exercise their correct duty of care when advising in property i...

Financial planning

The bar on professional standards in the financial planning industry has once again been raised by tough new rules which seek to eliminate conflicts of interest for advis...

Financial planning

Can financial advisers give specific taxation advice? Are they authorised to discuss tax matters with clients at all? Even armed with a new tax ruling that appears to fav...

Financial planning

A planned crackdown of advisers in the lead up to super choice has been put into question by new survey findings, which show the majority of clients are satisfied with th...

Financial planning

Australians own more shares directly than anyone else in the world but are as likely to get stock tips from a newspaper as from a financial planner, according to a study ...

Financial planning

Women continue to be at a significant disadvantage to their male counterparts when it comes to superannuation, according to financial planning firm Bridges....

Life/Risk

Zurich Financial Services chief executive Tom Brown has been appointed to the board of the representative body for general insurers, the Insurance Council of Australia....

Financial planning

Four out of every five people who consult a financial planner are satisfied with the advice they receive and most people who avoid seeing a financial planner do so becaus...

Financial planning

Money Management has been presenting the Financial Planner of the Year Award since 1987, and in 2004, received a record number of nominations from across Australia....

Financial planning

George Flack has been named Money Management’s Financial Planner of the Year for the second time in his career....

Superannuation

Are your clients heading north? Owen Weeks explores why the great Australian exodus could spell disaster for retirees. ROSS KELLY investigates....

Financial planning

Bendigo-based financial planner George Flack has risen above a range of other high profile candidates to win the Money Management Financial Planner of the Year award for ...

Financial planning

Below are the full results of Money Management’s exclusive poll on attitudes to the soft dollar code released by the Financial Planning Association and the Investment and...

Financial planning

For years financial planners have tried to maximise the value of partnerships with accountants, but the relationship is more often than not sub-optimal, writes Martin Ker...

Financial planning

The Financial Planning Association and the Investment and Financial Services Association, have released a finance industry guide on rebates and related payments....

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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 ...

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 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....

1 week 6 days 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 ago