FINANCIAL PLANNER

Financial planning

Money Management and Super Review reveal a shortlist for their inaugural Women in Financial Services Awards....

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Financial planning

Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believe...

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Financial planning

Nominations for Money Management and Super Review’s inaugural Women in Financial Services awards close shortly. ...

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Financial planning

Money Management has opened the nominations for its Financial Planner of the Year award for 2013....

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Financial planning

Trustworthiness and relevant qualifications are clients’ top considerations when choosing a financial adviser, according to a survey conducted by a global financial plann...

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Superannuation

Only two in five Australians currently receive qualified financial advice, according to a recent survey conducted by the Financial Planning Association....

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Financial planning

The Financial Planning Association (FPA) has criticised the Tax Practitioners Board (TPB) for its lack of understanding of the financial advice industry structure, highli...

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Financial planning

FPA will reconsider aspects of enshrinement if it fails to become law...

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People & Products

Zurich Financial Services has added to its Western Australian life risk distribution team with the appointment of Ryan de Bruin as business development manager....

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Financial planning

BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....

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Financial planning

The CFP designation is gaining kudos worldwide and in Australia as demand for provable expertise and integrity grows, according to Financial Planning Association CEO Mark...

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Financial planning

Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....

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Funds management

Jonathan Wu, who started his career in financial services as a teenager, was this year’s recipient of the Young Achiever of the Year award for 2013....

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Financial planning

An ANZ survey has found that although the majority of Australians know the importance of a long-term finance plan, not many are seeking out professional advice....

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Funds management

Money Management’s judging panel has selected five finalists who will compete for the Young Achiever of the Year award....

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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 ...

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This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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