FINANCIAL PLANNERS

Financial planning

ANZ Banking Group plans to increase the number of financial planners from 200 to 500 by 2003, a decision that was made following its plan to expand its funds management b...

Superannuation

Retiree clients of financial planners will be able to tap into the capital base of complying income streams when changes to legislation come into effect on Thursday....

Financial planning

As part of its ongoing development of its bureau service, AM Corporation has stated that it will not be levying charges on the services despite originally planning to do ...

Financial planning

Wealth seminar operators are threatening the advice given by financial planners and making it difficult to provide advice in the future, Ipac director and financial plann...

Financial planning

Frank Russell Company says there has been a strong shift to multi-manager funds by retail investors as they seek diversification in investment portfolios....

Financial planning

Planners may be climbing aboard the ethical investment bandwagon in greater numbers, but they remain conservative about giving ethical investments a high profile in their...

Financial planning

Challenger has signed off the year to June 30 on a positive note with an after tax profit increase of 91 per cent....

Financial planning

Netwealth investments is to makie its first move into the adviser market by offering affiliated financial planners their own Web sites....

Financial planning

Small dealer groups will be the fastest-growing sector of financial planning in the next five years, says industry commentator Tom Collins....

Financial planning

Lifespan is about to unveil what it believes is Australia’s first fully Web-based financial planning system. Nicole Szollos reports on a dealer group on the verge of a ma...

Financial planning

Ex-PriceWaterhouseCoopers partner Tony Rumble and ex-ING strategist Tony Negline have teamed up to start up research venture, Savings Factory....

Financial planning

The Mawson Group is to roll out its first master trust this week as its expansion plans start to come to fruition....

People & Products

Garrisons financial planning group is the third major advisory group to sign up to deliver InvestorWeb’s VisiPlan software....

Financial planning

As consumer interest and demand for financial advice widens demographically the industry could move to a tiered advice structure, Fidelity Investments vice chairman Rober...

Financial planning

The Financial Planning Assocication (FPA) has called on the Federal Government to enshrine the terms “financial planner” and “financial adviser” in the Financial Services...

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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 3 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