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FINANCIAL PLANNERS
Financial planning
An asset allocation specialist at a leading funds management organisation has warned financial planners against recommending strategies that attempt to “mastermind” the c...
Financial planning
Financial Planning Association chief executive Jo-Anne Bloch has warned members to expect the industry funds debate to move away from commissions to one that emphasises w...
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 ...
Superannuation
Australia’s super industry may experience a boom in the number of self-managed super funds, following the passing of legislation this week, predicts Super Concepts....
Financial planning
Major insurer Metlife has moved to sharpen its focus on its core business streams by selling its annuity and pension business to Challenger Life....
Financial planning
Inflation products are increasingly being adapted for retail distribution, broadening their appeal beyond the institutional space as investors seek new sources of investm...
Financial planning
ING Australia business development manager Russell Hannah has taken out the top honour in the Money Management/Tribeca BDM of the Year Awards....
Financial planning
A marketing executive with a leading fund manager has recommended financial planners direct the majority of their marketing budget and activities toward existing clients ...
Financial planning
Financial planners would be required to fund a professional indemnity compensation scheme if a proposal to Federal Treasury, supported by the Financial Industry Complaint...
Financial planning
The organisation representing industry superannuation funds has used a submission to the Treasury to argue that financial planners should be made to comply with the same ...
Financial planning
BT Financial Group has improved the functionality of its wrap product by allowing those financial planners who use Coin planning software to export customer data directly...
Financial planning
Reverse mortgage industry body, SEQUAL, has hit back at claims that seniors are at risk from commission-hungry financial planners, calling the comments unwarranted....
Financial planning
Financial adviser interest in the margin lending market has skyrocketed, with seven out of 10 advisers increasing their use of gearing with clients in the past 12 months,...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...