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FINANCIAL PLANNERS
Financial planning
Lifestyle planning firm Life by Design has rolled out a series of tool kits to advisers providing them with a process for offering lifestyle advice and the ability to inc...
Financial planning
Financial planning software provider Xplan Technology will integrate the risk profiling system of FinaMetrica (formerly ProQuest) after the two groups signed a deal to me...
People & Products
The Australian Securities and Investments Commission (ASIC) has appointed a new executive director of enforcement, Jan Redfern, to head-up the department responsible for ...
Funds management
Barclays Global Investors (BGI) has kicked-off an absolute return fund - the Barclays Global Markets Fund - after identifying demand from financial planners for an ‘all w...
Financial planning
Vanguard Investments has been awarded a five star ranking for its 10 funds currently available in the market and has also been rated ‘very strong’ across all business sec...
Financial planning
“Smart” financial planners will have made New Year’s Resolutions to change the way they run their business to meet consumer and regulatory expectations, according to Pres...
Financial planning
The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...
Financial planning
David Haintz sees himself as one of the younger breed in the Australian financial planning industry – something he says is reflected in the approach Haintz Financial Serv...
Financial planning
Each year, the number of applications Money Management receives for one of the industry’s most prestigious awards increases. And this year was no exception....
Financial planning
Money Management’s second Business Development Manager (BDM) of the Year Award has once again proven extremely popular with the financial services community, drawing a la...
Financial planning
It is not every financial planner who can count a meeting with the Prime Minister as a career highlight....
Financial planning
The Australian Consumers’ Association (ACA) has hit out at the funds management and financial planning industry in Australia, stating it is “characterised by structural c...
Financial planning
Wilson HTM has merged its two planning divisions bringing together the groups 90 financial planners and brokers under one structure....
Financial planning
New Zealand based financial services group Tower has announced a $NZ35.8 million writedown of its Australian financial planning business, Bridges Financial Services, to r...
Policy & Regulation
The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) have formed a joint task force to fight against state Government pro...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...