FINANCIAL PLANNERS

Financial planning

Two financial planners have taken blue ribbons in the Telstra Business Woman’s Awards....

Financial planning

Financial advisers will soon be rated by Queensland-based Adviser Ratings in or-der to provide consumers with a guide to financial advisers....

Financial planning

The Financial Service Reform Bill (CLERP6) is uncertain to make its January 1 2001 debut, following a delay in parliamentary proceedings until later this year...

Financial planning

County Investment Management has returned to the retail market after an absence of two and a half years....

Financial planning

The financial services industry’s current obsession with star ratings opens up a can of worms for consumers and the industry....

Financial planning

AustChoice Financial Services is predicting to hit the $1 billion of funds under management barrier this financial year, says managing director Roger Gumley....

Financial planning

The man responsible for establishing AMP’s salaried financial planning arm Grant O’Riley has left AMP to take over as managing director of IOOF financial planning arm Win...

Financial planning

News that BHP offshoot OneSteel is to outsource its superannuation has sent rip-ples of excitement through the financial services industry....

Financial planning

Your average person is usually at great pains to avoid admitting their mistakes, especially when it comes to the future of financial planning. But then again, Tom Collins...

Financial planning

The Small Independent Superannuation Funds Association (SISFA) is appealing to financial planners to join its ranks in a bid to better represent self-managed superannuati...

Financial planning

Fiducian has added a life broking business to its suite of financial services. The group is hoping to recruit at least 15 life brokers and write more than $2 mil-lion of ...

Financial planning

The Property Council wants to work more closely with the Financial Planning Association (FPA) as part of a move to create more interest in property investing....

Financial planning

Perpetual’s private client division has split its financial planning operations into two separate planning tiers as a part of a restructure of the business....

Financial planning

Sealcorp has rolled out extensive changes to its adviserNET service including free access to the e-commerce site for financial planners....

Financial planning

Perpetual’s private client division has split its financial planning operations into two separate planning tiers as a part of a restructure of the business....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 10 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago