FINANCIAL PLANNERS

Financial planning

Professional indemnity insurance premiums for financial planners decreased by around 12.5 per cent in 2004 and are set to remain reasonably stable despite the impending i...

Financial planning

The margin lending market has grown to record highs on the back of buoyant equity market returns, new figures show....

Financial planning

A planned crackdown of advisers in the lead up to super choice has been put into question by new survey findings, which show the majority of clients are satisfied with th...

Financial planning

Australians own more shares directly than anyone else in the world but are as likely to get stock tips from a newspaper as from a financial planner, according to a study ...

Superannuation

Two former Super Concepts directors have launched a self-managed superannuation fund education business in Melbourne....

Financial planning

Almost a year since the introduction of the Financial Services Reform, the majority of financial advisers still believe that sorting out practice management issues will b...

Financial planning

Fidelity Investments has bulked up its ranks in order to spearhead its drive into the retail distribution market, after suffering the loss of investment mandates worth al...

Financial planning

Working women stand to be particularly disadvantaged by the implementation of the new choice of fund regime, with many potentially unaware that advisers receive commissio...

Financial planning

Four out of every five people who consult a financial planner are satisfied with the advice they receive and most people who avoid seeing a financial planner do so becaus...

Financial planning

Financial planners providing tax advice have come under the spotlight of the Australian Securities and Investments Commission who released new guidance today to ensure pr...

Financial planning

Product news from Navigator, Discount Managed Funds and MLC Advice Solutions....

Financial planning

All eyes and ears will be on Kathryn Greiner as she takes over the chairmanship of the FPA at the association’s annual convention. But as REBECCA EVANS reports, she’s rea...

Financial planning

ROSS KELLY reports on why chasing past fund returns is a backward strategy....

Financial planning

The Australian Securities and Investment Commission has worked looming conflict of interest legislation into its licensing regime by updating two of its licensing guides....

Financial planning

Agriculture finance specialist Rabobank has set its sights on the growing market for advice in rural areas, after moving to take full ownership of its financial planning ...

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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