FINANCIAL PLANNERS

Financial planning

People who invested in a Packer-backed Challenger Financial Services’ property fund that invested in a Sydney shopping centre will only get a third of their original inve...

Financial planning

The continuing trend of investment management firms concentrating on either manufacturing or distribution will create a “new independent advice world”, where financial pl...

Financial planning

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Financial planning

The Financial Planning Association (FPA) believes the results of the Australian Securities and Investments Commission’s (ASIC) most recent Shadow Shopping survey reflect ...

Financial planning

Australian agribusiness investors have been warned to check the commission their financial planners receive and to access independent research themselves, before making a...

Financial planning

A senior Westpoint director has accused auditor KPMG of already knowing about the failed developer’s problems before ticking-off its reports....

Financial planning

Complaints by consumers against financial planners plummeted yet again in 2005 according to the industry’s chief complaints resolutions service, which has also just won a...

Financial planning

Challenger-owned dealer group Genesys Wealth Advisers is looking to Australia’s high school students to find the next generation of financial planners....

Financial planning

Since losing a large part of its advisory base, SMF-owned dealer group Lynchpin has changed its name to Wealth Managers, installed a new advisory software provider, and c...

Financial planning

Despite one in five financial planners falling foul of the corporate regulator in its latest shadow shopping exercise, and the resulting negative coverage in the mainstre...

Financial planning

Financial planners have received another bad rap from the corporate regulator, with its latest shadow shopping report concluding that close to one in five advisers gave u...

Financial planning

The Financial Planning Association has said the nature in which commissions were disclosed to Westpoint clients, not just the size of commission payments, should be the m...

Financial planning

Although financial planners think the Westpoint collapse can be blamed on a host of related parties, they are prepared to shoulder some of the responsibility....

Financial planning

Axa will expand its advice footprint by purchasing, through its ipac dealership, equity stakes held by advisers in South Australian-based independent business Portfolio P...

Financial planning

Mariner Financial has moved to boost sales of its equity release product by entering a strategic deal with three dealer groups to offer the products to clients, and launc...

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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 ...

1 month 4 weeks 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