FINANCIAL PLANNERS

Financial planning

Industry consultant Paul Resnik has lambasted wrap service manufacturers for failing to listen to ultimate needs of the client....

Financial planning

Party politics may be holding up member choice superannuation legislation, but it has not stopped a number of companies outsourcing their corporate superannuation account...

Financial planning

Should financial planners advise on direct shares?...

Financial planning

Financial planners could be selling equities without having to go through a broker within the next 12 months....

Financial planning

As dealer groups and advisers face a spreading threat of legal action from clients, planning sector experts are becoming more concerned about the growing dangers planners...

Financial planning

The whole fees versus commission debate is a non-issue. ...

Financial planning

Moves to bring financial planners under the Certified Financial Planner (CFP) designation have taken another step forward....

Financial planning

Judging from recent publicity and a sampling of the positions vacant columns, demand and rewards for financial planners and associated support staff is growing strongly. ...

Financial planning

Back in December I attended a conference on private banking. There I heard a speaker say the following:...

Financial planning

A new managed-fund fee structure from BBL Funds Management could potentially change the way financial planners run their businesses....

Financial planning

The commencement of every new year ushers in new legislative arrangements with the potential to impact financial planning advice. Stephen Manassah focuses on seven legisl...

Financial planning

One of the keys to growing your business without sacrificing your personal life is to provide a wider range of services to fewer clients, writes Robert Ossey....

Financial planning

Bank based planners have enjoyed particularly strong business growth in recent years, writes Michael Migro And although this will continue in the year ahead, they face fo...

Financial planning

As we are still in the first month of a new year, it’s appropriate to wish all financial planners a happy and prosperous 1999. However, recent evidence suggests that such...

Financial planning

The Australian Prudential Regulation Authority (APRA) will now ensure that all superannuation funds, including self-managed super funds (SMSFs), which pay pensions are “s...

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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