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FINANCIAL PLANNERS
Financial planning
The full spectrum of wealth management roles have benefited from above average salary increases, according to the 2006 Hays Banking Salary Survey....
Financial planning
Aspiring advisers were brought down to earth last night by industry commentator Ross Greenwood who told those thinking of financial planning as a get-rich-quick scheme to...
Financial planning
The head of a major Australian bank has included financial planners in a number of finance sectors he claims have been “tickled, but barely touched” by regulation....
Financial planning
The FPA is currently working in conjunction with financial regulatory and complaints bodies to determine how the Westpoint failure will affect its members....
Financial planning
The Australian Million Dollar Round Table (MDRT) is joining forces with Professional Investment Services (PIS) in a move that should deliver considerable benefits for bot...
Financial planning
Portfolio administration provider Praemium has announced it will enter into the development effort for a set of standards that was jointly released last week by Coin and ...
Financial planning
ASIC is currently examining whether further regulation is specifically needed for platforms, although at present it is unclear whether they should be defined as a product...
Funds management
Pentacle Property Funds Management has released two unlisted direct property fund of funds with unique features to address the liquidity concerns associated with the asse...
Financial planning
The Financial Planning Association (FPA) is on the verge of scrapping the requirement of Certified Financial Planners (CFPs) to be employed by an Australian Financial Ser...
Financial planning
AMP Capital Investors has made its first serious foray into the retail market with the launch of four open ended funds through its Private Clients channel....
Financial planning
Standard and Poor’s (S&P) has introduced new measures to improve the transparency around fund ratings placed ‘on hold’....
Financial planning
Financial planners are threatening a boycott of Challenger products, after the collapse of one of the Packer-backed manager’s funds left clients with huge losses....
Financial planning
Law firm Slater and Gordon will not start legal action against financial planners who sold clients Westpoint products for about another month, and it will target the bigg...
Financial planning
ASIC has recommended that financial planners avoid being paid solely by commissions as a matter of best practice....
Financial planning
Wrap administration provider Praemium Portfolio Services has announced its intention to list on the Australian stock exchange through an $18 million initial public offeri...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...