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FINANCIAL PLANNERS
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 ...
Superannuation
So you think there is nothing to vote for at the upcoming federal election? If you are a financial planner, think again, writes Rebecca Evans....
Financial planning
Financial planning groups have been warned to keep a close watch on their advisers and to take firm action against “bad apples”, or risk future litigation by disgruntled ...
Financial planning
Advisers could have to meet a new set of guidelines for ethical behaviour and experience if a world standard for financial planning is adopted in Australia....
Financial planning
Size is becoming increasingly irrelevant for financial advisers, who are shunning the big institutional fund managers in favour of boutique operations....
Financial planning
Not many fund managers have made the trek to Ingleburn to take Stephen Varhegyi out to lunch because soft dollar isn’t really what it’s about in Latham’s electorate. Rebe...
Financial planning
Investors are less interested in the fees-versus-commissions debate and much more interested in finding an adviser they can depend on, writes Craig Dunn....
Financial planning
If you think this Federal election is a fizzer, then consider this: if the Labor party manages to unseat the Government in less than two weeks time, you will no longer be...
Financial planning
The Coalition has made a $21 million pledge towards improving financial literacy standards as both parties scramble for voter sentiment on the eve of the Federal Election...
Financial planning
Financial planners who do not hold an Australian Financial Services Licence will be hit with heavy fines and may even face imprisonment if they are caught out in a new Au...
Financial planning
The Financial Planning Association has backed a Labor party bid to step up the pressure on advisers over soft dollar commissions with a strict regulatory crackdown....
Financial planning
Merrill Lynch Investment Managers has made a play for the platform and advisory market, pitching a new fund offering quantitative investment techniques to the retail mark...
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
The St George Bank owned Asgard group has revamped its eWrap platform in a bid to boost its appeal to financial planners at a time when advisers are increasingly likely t...
Financial planning
Commonwealth Bank of Australia’s broking arm CommSec has created a margin lending tool that enables financial planners to assess the probability that clients will face a ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...