FINANCIAL PLANNER

People & Products

MLC has announced that Paul Fog will slot into the role of NAB general manager for financial planning in an internal appointment....

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People & Products

Henderson Maxwell senior planner Andrew Zbik will take over as senior financial planner at Omniwealth....

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Financial planning

Adherence to the FPA's code of conduct should not be difficult and would prevent any financial adviser being penalised by FOS, the Ombudsman has confirmed....

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Funds management

TAL Limited's Nathan Kerr’s understanding of his client base and the undying commitment to the industry that earned him this year’s Money Management BDM of the Year title...

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Financial planning

Close relationships with clients can end up haunting financial planners when they decide to exit the industry, according to Hunts' Group principal Anthony Hunt....

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Financial planning

The amount Australians are prepared to pay for financial advice has slipped over the past year, with the gap between expected and actual cost of advice widening....

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Financial planning

More clients would prefer their planner picked up the phone, while two in five don't even perceive they use the services of a planner, according to a Leap of Faith survey...

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Superannuation

New research confirms that financial advisers can make a difference in achieving comfortable retirement....

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Financial planning

Financial planner and client sentiment improved marginally in February but remains very fragile amid the expectation of bad news, according to the latest research conduct...

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Policy & Regulation

FOFA bills containing key opt-in amendments pass House of Representatives....

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Financial planning

ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...

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Financial planning

MLC has launched a support program for accounting businesses looking to offer a more holistic advice service to their clients....

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Financial planning

The Financial Planning Association (FPA) has joined the push for the Government to make advice fees tax deductible while continuing to press its case for the restricted u...

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Financial planning

New research reveals growing numbers of financial planners willing to recommend industry super funds, while NAB/MLC emerge as top brand....

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Financial planning

The provision of scaled and limited financial advice, particularly over the phone, will be a key value proposition in attracting both financial advisers and clients to AN...

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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 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 2 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....

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