FINANCIAL PLANNERS

Financial planning

Citigroup Asset Management has warned financial planners, in light of the war in Iraq and a continued global downturn, of the importance in highlighting to clients the lo...

Financial planning

Tom Collins argues that contrary to what the regulators and lawmakers are saying about cleaning up the financial services industry, the solution will be found in redefini...

Financial planning

Financial services education and compliance provider Integratec will expand into stockbroking education following Bell Potter Securities joining its online continuing pro...

Financial planning

APIR Systems has signed up Brisbane-based dealer group Australian Investment and Financial Planners (AI&FP) as the first full-service user of its Compliance Reference Ser...

Financial planning

The Alternative Investment Management Association (AIMA) is to launch a series of forums in a bid to educate financial planners on the merits of investing in hedge funds ...

Financial planning

The Financial Planning Association’s (FPA) attempt to set up its own in house professional indemnity (PI) insurance scheme for members has suffered a setback as a result ...

Financial planning

Following its recent damning report into the planning industry, ASIC is pledging to come down hard on wayward planning groups, but some say the watchdog is overstepping t...

Financial planning

The recent ACA/ASIC survey was particularly scathing of the quality of financial planning advice provided by large distributors. George Liondis investigates....

Financial planning

The issue of ownership is back on the agenda after recent industry surveys but, as Jason Spits reports, the more things change, the more they stay the same....

Financial planning

St George Margin Lending (SGML) can now approve applications for its margin lending products online in less than two minutes via its marketing and administrative software...

Financial planning

The findings of the Australian Consumers’ Association (ACA) report came as no great surprise to Money Management’s regular columnists....

Financial planning

Shortly after Bendigo Bank opened its first community branch in 1998, the bank decided it needed a financial planning arm to complement the range of services on offer. No...

Financial planning

The vast majority of financial planners believe the recent release of a damning report into the quality of financial planning advice will have a harmful effect on the pub...

Financial planning

Support for disclosure obligations under the Financial Services Reform Act (FSRA) is high, according to a Securities Institute survey, which shows only 13 per cent of adv...

Financial planning

This is the second annual Money Management Agribusiness Survey and we believe is still the only widely published listing of projects that includes financial details....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 4 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 5 days ago