FINANCIAL PLANNERS

Financial planning

The Financial Planners and Insurance Advisers Association (FPIA) has launched a Web site in an attempt to lift the profile of the organisation....

Financial planning

There is little doubt that ASIC’s decision to remove one of the last hurdles for fully fledged electronic prospectuses is good news for fund managers....

Financial planning

After much deliberation, the Senate passed the member/ trustee laws late last year which have significanrt ramifications for self managed super funds (SMSF). The March 31...

Financial planning

Like all small business people, financial planners would like to broadcast their serv-ices across the rooftops. Sam Walker investigates whether anyone is really listening...

Financial planning

A stock market listing, a new fee structure and a management team not afraid to speak their minds – there is never a dull moment at Count Wealth Accountants. Samantha Wal...

Financial planning

The new year presents a number of challenges and opportunities for financial planners wanting to add value for clients. Tim Gunning takes a look at some of the most ex-ci...

Financial planning

While reading the recent January 20 Money Management article (‘Look before you leap into a co-op’) by Phillips Fox solicitor partner Martin Jamieson, I bristled a little ...

Financial planning

Financial planners should closely monitor moves by Australia’s media into the fi-nancial services business. Not because there is necessarily anything sinister in their mo...

Superannuation

Grenfell Securities is looking to beef up its presence in the self-directed retiree market with the launch of a fixed interest product....

Financial planning

Grenfell Securities is looking to beef up its presence in the self-directed retiree market with the launch of a fixed interest product....

Financial planning

The financial planning and investment industry must face up to the issue of adviser reg-istration sooner or later, according to Vance Arkinstall, head of the Investment S...

Financial planning

Two thousand years ago when the money lenders in Israel had finished celebrating the start of a new Millennium and were considering their business plans, few of them woul...

Financial planning

Recently proposed changes to the social security means test have many in the in-dustry up in arms. Samantha Walker takes a look at the proposals and the backlash from the...

Financial planning

Fledgling Internet company Intracorp has beaten out several bidders to buy finan-cial planning research and training group IntegraTec....

Policy & Regulation

Financial planners are in the midst of a tax revolution. The revolution means that a tax-effective structure or strategy used by a financial planner or accountant six mon...

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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 3 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 3 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 2 days ago

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

3 weeks 3 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 4 days ago