FINANCIAL PLANNERS

Financial planning

Lawyers target planners as ASIC says PI is a risk management tool rather than a consumer protection mechanism....

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Financial planning

While grandfathering appears to have put a halt on succession planning, the reality is that wider issues have been exposed and, as Jason Spits writes, planners are lookin...

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Editorial

BlackRock Australia’s Jonathan Howie explains why ETFs can work in the best interests of clients and financial advisers. ...

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Financial planning

Plannner sentiment has risen to pre-GFC highs following the election of a Coalition Government....

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Financial planning

Roundtable told that planner short-termism has made it difficult for fund managers to take 'big’ positions....

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ISN is urging financial advisers to recommend industry super funds based on long-term returns....

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Funds management

The latest figures on the reverse mortgage market reveal a worrying trend of financial planners continuing to retreat from the market, DomaCom general manager - professio...

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Financial planning

The Association of Financial Advisers (AFA) has announced the finalists of its 2013 AFA Adviser of the Year Award....

Accounting

ASIC data reveals the accountants’ limited licensing regime is already gaining traction....

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Top 100

ANZ-owned insurer OnePath has been named the Money Management/DEXX&R Risk Company of the Year for the fourth consecutive year as part of the Adviser Choice Risk Awards. J...

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Editorial

Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...

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Superannuation

Only two in five Australians currently receive qualified financial advice, according to a recent survey conducted by the Financial Planning Association....

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Editorial

Just days will separate two key conferences aimed at financial planners and advisers next month, but Mike Taylor writes that success or failure will not be judged solely ...

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Life/Risk

It has become ever more important to be a planner’s most-used insurance provider, according to research by Investment Trends....

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Financial planning

Professions working off old stereotypes need to look to future co-operation...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 days 11 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

6 days 17 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 6 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

5 days 15 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 18 hours ago