FINANCIAL PLANNERS

Editorial

Mike Taylor argues that if financial planners are to follow a template for becoming a profession, they should choose medicine over the law....

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Financial planning

FPA chief executive Mark Rantall counters Federal Opposition doubts by arguing there is a genuine need to enshrine the term 'financial planner/adviser' in law....

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Financial planning

Financial planners may have embraced life/risk as a valuable revenue stream in recent times but that was not necessarily reflected in the life/risk sector's underlying st...

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Financial planning

New platform launched to challenge planners in retail advice market....

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Financial planning

Financial planners can fast-track training to write home loans because of their existing qualifications, according to Australian Capital Home Loans (ACHL)....

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Financial planning

Financial advisers will be able to better track key performance indicators as a result of new tools launched this week by Securitor....

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Financial planning

Research suggests fewer Australians use financial planners, but remaining clients are happier....

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Superannuation

The Australian Securities and Investments Commission (ASIC) may need to revise the $200,000 figure it placed on the success of self-managed super fund (SMSF) starters aft...

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Financial planning

Australian financial advisers look set to finish 2012 in a better mood, according to the latest research released by Wealth Insights....

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Financial planning

The FPA and AFA have welcomed draft regulations that will enshrine the term 'financial planner/adviser' in law as an important consumer protection move....

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Financial planning

Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....

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Financial planning

Research suggests financial planners are becoming increasingly reliant on risk advice to drive income, with the proportion of revenue derived from insurance increasing in...

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Editorial

A recent court ruling is a timely reminder that investment ratings houses are not perfect, writes Mike Taylor. ...

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Financial planning

He may be young, but he's got what it takes. William Johns is the runner-up of this year's Financial Planner of the Year award....

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Financial planning

Putting together binding financial agreements (BFA) for couples is an untapped area for financial planners, according to Peters McKeown director Tricia Peters....

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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...

3 days ago

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

1 week ago

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

3 weeks 5 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....

3 weeks 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 ...

6 days 3 hours ago

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

5 days 6 hours ago