FINANCIAL PLANNERS

Financial planning

Several financial planners have called for due process to be instituted to give advisers the ability to appeal against a determination brought against them by the Financi...

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Financial planning

Welcome to the Money Management Education series. ...

People & Products

Tyndall Investments has recruited Aaron Russell as its new national key account manager, following the recent promotion of Andrew Julius to head of retail....

Financial planning

Most financial planners typically expect Australian shares to return around 10 per cent excluding dividends over the course of 2011, according to research by Investment T...

Superannuation

The growing market for retirement community homes presents a great opportunity for financial planners to serve as independent coaches in a complex area riddled with traps...

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Financial planning

Janine Mace outlines what financial advisers should be doing to ensure their businesses are adequately prepared for the end of the financial year....

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Financial planning

Lonsdale wants to help its planners articulate the real meaning of the value of advice....

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Editorial

Hedge funds have been the target of some tough criticism in recent times. Benjamin Levy examines what is being done to restore confidence in the sector. ...

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Financial planning

The advertising campaign proposed by the Financial Planning Association (FPA) will cost up to $15 million over five years....

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Financial planning

The Financial Planning Association (FPA) has invited three delegates from a newly formed group of financial planning academics to be part of its Education Council. The de...

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Editorial

Mike Taylor writes that the recent Industry Super Network-commissioned surveys about opt-in only serve to distract attention from the reality of the changes: they will in...

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Financial planning

Three new categories have been added to this year’s Money Management Fund Manager of the Year Awards, with the inclusion of Best Advertising Campaign of the Year, M...

Financial planning

Treasury officials acknowledge cost to planning practices of opt-in....

Financial planning

Sentiment among Australian financial advisers appears to be recovering from the initial negativity generated by the Government’s announcement of the Future of Finan...

Financial planning

A panel of senior financial planners has warned that ‘opt-in’ will drive up costs and abrogate the fundamental relationship between advisers and clients....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

4 days 8 hours ago

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

1 week 1 day ago

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

3 weeks 6 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 1 day 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 ...

1 week ago

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

6 days 14 hours ago