FINANCIAL PLANNERS

Financial planning

Salaried financial planners have benefited from a pay increase of between three and five per cent, according to the latest research from the Financial Recruitment Group, ...

Financial planning

There has only been a slight increase in the overall number of financial planners in the past 12 months, and most growth now appears to be coming from the self-employed s...

Financial planning

The annual Money Management Salary Survey is conducted by the Financial Recruitment Group, and examines current remuneration packages in the financial services sector, co...

Financial planning

Self-managed superannuation funds are booming and, with employee choice just around the corner, things are starting to heat up in this sector....

Financial planning

Research methodologies and processes are the ultimate means by which one research house can differentiate itself from its competitors....

Financial planning

Proposed changes that could shorten the length of disclosure documents and bring much needed relief from burdensome Statement of Advice (SOA) requirements have been endor...

Financial planning

Poor business practices are costing financial planners tens of thousands of dollars in potential profits every year....

Financial planning

Aren’t you tired of hearing about holistic, lifestyle planning? I am. Not that the concept is wrong, it’s just an impossibly tall order....

Financial planning

Breakaway dealer groups make good newspaper copy. With the same elements of any TV drama warring factions, disgruntled individuals, secret deals and an occasional bit of...

Financial planning

Listed planning business DKN Financial Group says its part acquisition of financial planning firm Goldsborough Financial Services for $2.35 million last Friday maintains ...

Financial planning

Even though the corporate regulator has allowed financial planners to contravene sections of the Financial Services Reform Act that are the subject of Government refineme...

Financial planning

Offering a value proposition to advisers was the key to boosting the number of financial planners at Capstone Financial Planning “Our growth is occurring from a variety o...

Financial planning

The corporate trust business of Australian Wealth Management subsidiary, Australian Executor Trustees, has swelled from $4.2 billion under supervision to $10.2 billion fo...

Financial planning

National Australia Bank aims to profit from the trend for financial planners to become mortgage brokers and vice versa, launching a division which provides for the produc...

Life/Risk

AMP has extended its Flexible Lifetime range, introduced enhanced product features and updated commission options in the risk and insurance areas....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 5 days ago