FINANCIAL PLANNERS

Financial planning

Investment house Tricom Equities has launched a new service specially designed to aid financial planners in managing model portfolios associated with separately managed a...

Financial planning

ING Financial Planning and ING’s largest dealer group, RetireInvest, will be combining their back-office operations from January, next year....

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Editorial

So much has been written of Australians’ hearty appetites to endure debt in pursuit of property, that an argument that leverage is also a popular mechanism in the equity ...

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Financial planning

ASIC is still closely monitoring the use of financial planning dealer groups’ approved product lists to ensure they do not give rise to investment advice that is given wi...

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Financial planning

Financial planners without an understanding of how equity release and reverse mortgage products work could be ignoring this section of the industry at their own peril, ac...

Financial planning

AXA’s succession planning tool has proved to be popular among advisers in their efforts to maximise the value of their business when the time comes for the owner to retir...

Financial planning

The financial planning industry needs to forget about the role of industry superannuation funds and concentrate on the provision of professional and practical advice, acc...

Financial planning

Small-to-medium enterprise owners need to be educated about what financial planners do, according to Ross Cameron, former Liberal MP and director of Cameron Research Grou...

Editorial

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Editorial

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Financial planning

Equities don’t always outperform other asset classes, time diversification is a worthless concept and market timing is necessary and expected, according to Ken Solow, chi...

Accounting

A survey conducted by the Bank of New Zealand Australia has revealed that business people running small to medium-sized enterprises most value advice from accountants and...

Financial planning

Property fund managers need to boost their knowledge of how financial planners think if they are to achieve good distribution of their products, a new report has found....

Financial planning

In times of higher inflation and rising interest rates, financial planners will need to become more strategic and move into tactical allocation territory when constructin...

Superannuation

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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 ...

1 month 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 ...

1 month 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 ...

2 months ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 5 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 6 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

3 weeks ago