FINANCIAL PLANNER

Financial planning

1. Name: Kevin Manshon...

Financial planning

Regulation is a tricky balancing act for our financial services watchdogs. Tom Collins puts the case for less proscription on the latest batch of proposals from ASIC....

Financial planning

Macquarie Bank has restructured its distribution and set up a separate division – what it calls “the adviser channel” – to streamline its dealings with financial planning...

Financial planning

Two of St George Financial Planning's top business writers have de-fected to Hillross Financial Services as the group ramps up its push to attract the industry's top tale...

Financial planning

Australians are most likely to choose a fund managers based on a recommendation, usually from a financial planner or family member, rather than advertising, a new ASSIRT/...

Financial planning

Westpac Financial Services (WFS) has recorded another huge rise in net profit, up 43.5 per cent to $75.2 million for the six months to March 1999....

Financial planning

AMP's financial planning operations are looking to boost referral business coming from accountants by forming alliances with accounting groups....

Financial planning

Forget FUM - it's the advisers that count Two consecutive but unrelated events last week have helped paint a far rosier picture for the future of distribution in this ind...

Financial planning

1.Name: David Treacher. 2. Job Title: Financial planner. 3. Dealer group: AMP Financial Planning. 4. Age: 41. 5. Qualifications: DFP 1-7 completed, DFP 8 to be compl...

Financial planning

The Certified Financial Planner (CFP) designation will become as well recognised as the Certified Practising Accountant (CPA) within ten years, according to a visiting CF...

Financial planning

Name: Ralph Wilson...

Financial planning

Name: Ralph Wilson...

Financial planning

Are banks a threat to your business?...

Financial planning

If the burgeoning sector evolving around employing and outsourcing paraplanners is to be believed, there’s a gold rush going on. “Good people” are talked of in hushed ton...

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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 ...

3 weeks 3 days 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 ...

3 weeks 4 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

3 weeks 4 days 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 3 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 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago