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FINANCIAL PLANNERS
Financial planning
Controversial New Zealand economist Gareth Morgan has told financial planners they need to keep the lowlifes in the industry as a point of differentiation....
Financial planning
Advisers who recommended using a lifetime annuity to escape a 1997 ruling on means tested unemployment benefits for people over 55 should consider revising the strategy i...
Funds management
More than $30 billion has been invested in the burgeoning syndicated property market in the past three years, according to a new report by Property Investment Research (P...
Accounting
Cutting joint venture deals with financial planners is the best option available for accountants wanting a slice of the action in the financial advice game...
Financial planning
The Financial Planning Association (FPA) has scored a massive victory in its battle against alienation of personal services income legislation, managing to obtain what is...
Editorial
An industry superannuation fund that is recommended by financial planners - I don't think so. That is the perception of many in the financial planning community, but as S...
Financial planning
In recent weeks, the Australian Securities and Investments Commission has taken a hard line against some of the industry’s most high profile dealer groups....
Editorial
Most advisers promise ongoing service at their initial meetings with clients. However, as Rob Keavney points out, a large number fail to deliver on that promise....
Financial planning
The Financial Planners and Insurance Advisers Association (FPIA) has shied away from specific ideas about adviser regulation....
Financial planning
Financial planners and paraplanners have received a dose of reality as fast growing salary packages show the first signs of faltering. ...
Financial planning
The Financial Planning Association is confident it will receive positive news from the Prime Minister’s office on the issue of alienation of personal services income (APS...
Financial planning
Chris Smith has left his post as national manager of multi-advisers with Zurich Financial Services to take on the national business manager position at partly owned Zuric...
Financial planning
Well-known financial services figure Bonnie Guilford has departed AMP Financial Planning and joined Timbercorp in the newly created position of marketing and technical ma...
Editorial
Macquarie’s overall profits of $242 million in the year to March 31 announced today included a loss of around 3 per cent made by its fledgling financial services group (F...
Financial planning
Independent Queensland based Legalsure Investments are pursuing an active recruitment drive and looking to strengthen its national presence....
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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 ...