FINANCIAL PLANNERS

Financial planning

The Financial Planning Association and the Investment and Financial Services Association, have released a finance industry guide on rebates and related payments....

Financial planning

IWL has delivered a strong first quarter result after posting a 15 per cent hike in operating revenue buoyed by favourable economic conditions and an expedient implementa...

Financial planning

Financial planners who disclose soft dollar payments under a new industry code of practice could be hit with a hefty tax bill....

Financial planning

Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...

Financial planning

More and more financial planners are getting into risk insurance, but it is not as straightforward as it may seem. For the first time, the FPA will tackle some of the iss...

Financial planning

The last place financial planners want to be if the world’s economic plates shift is with their heads in the sand. Ray Griffin wonders whether many planners are prepared ...

Financial planning

Shadforths associate and private client adviser Tony Gray is in an enviable position....

Financial planning

As a lawyer-cum-financial planner, Robert Kiddell has a foot in two worlds, and the leads to match....

Financial planning

Ever wanted to build a client list of doctors, lawyers and other high-net-wealth individuals? Or is it blue collar workers retiring with a big super payout that takes you...

Financial planning

The youth of today are just too lazy and apathetic to think about going to a financial planner, right?...

Financial planning

The number of financial planners prepared to use three or more master trust or wrap platforms has more than doubled over the last year - and it could be a newer class of ...

Financial planning

Financial planners who receive payments for using investment platforms will face tougher disclosure requirements under new guidelines being considered by the Financial Pl...

Financial planning

Advisers have been urged to stake a claim in the burgeoning $210 billion corporate superannuation market as the industry braces itself for the implementation of the choic...

Superannuation

Another opportunity seems to have slipped by for politicians to get real about a national retirement and savings plan, writes Ray Griffin....

Financial planning

The findings of a new survey have contradicted the infamous ‘shadow shopper’ report released in February 2003 by the Australian Consumers' Association and the Australian ...

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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 5 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 6 days ago