FINANCIAL PLANNERS

Financial planning

Following the successful capital raising for Ray White Invest first retail property unit trust, the fund management division of the Ray White estate agency business inten...

Financial planning

Creditors who lost money from failed investments attributed to Westpoint are preparing to launch a class action against the financial planners who helped sell them the pr...

Financial planning

Canberra has criticised ASIC for negative comments one of its senior executives made about financial planners at a public function....

Financial planning

The new merged entity between Australian Wealth Management and Select Managed Funds, collectively with its “affiliates”, will have close to 10 per cent of all the financi...

Financial planning

In recent times, we have seen a welcome emphasis on improving the understanding of what financial planners actually do. The Financial Planning Association’s Value of Advi...

People & Products

Credit Suisse Asset Management’s head of retail distribution Chris Larsen has left his role to take up the same position at Deutsche Asset Management....

Financial planning

Peter Kell is the face of the wave of consumerism that has washed over the financial planning industry...

Financial planning

Specialist trading firm Tricom Equities had struck a deal with Australia’s most talked about fund manager, MIR Investment Management, to provide it with model portfolios ...

Financial planning

New rules that could dramatically cut the paperwork burden for financial planers are a step closer after the Federal Government released regulations that aim to shorten t...

Financial planning

Industry Funds Services chair Garry Weaven has called on the Australian Consumer Association to extend its proposed investigation into trail commission to superannuation....

Financial planning

The financial services industry has deep conflicts of interest and structural problems that fund managers and financial planners must seek collective solutions to accordi...

Financial planning

First there was Virgin, now another low fee, low cost competitor has announced itself to the superannuation market by taking a swipe at the fees paid to financial planner...

Financial planning

First time contenders Paul Gerrard and Bruce Beakey have won a seat on the FPA’s board, outpolling incumbents Andrew Heaven and Dominic Alafaci, who failed in their bid f...

Financial planning

A new boutique fund manager set up by three former Challenger Financial Services senior executives has seen its first property syndicate successfully filled....

Financial planning

Committed Collingwood supporter and senior financial planner Julian Battistella began his career at the ANZ Bank at the tender age of 18....

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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