FINANCIAL PLANNERS

Financial planning

FPA warns the Government of a double regulatory burden on planning firms as a result of the new National Consumer Credit Protection legislation....

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Financial planning

An education savings plan is often a good advice proposition advisers can utilise to attract younger clients, according to new LifePlan head Matt Walsh....

Financial planning

BENJAMIN LEVY reports on the growing use of reverse mortgages to shore up diminishing client wealth....

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Editorial

Reverse mortgage products are attracting a new breed of strategic senior borrowers who are proving the industry’s naysayers wrong, argues MARTIN LYNCH....

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Financial planning

Ripoll inquiry urged to stop the commissions rivers of gold and impose a fiduciary duty on planners....

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Financial planning

AMP Financial Planning has appointed Chant West as its preferred provider for superannuation research for its financial planners and research team....

Financial planning

Employment demand for financial planners increased in the last quarter for the first time since the start of the global financial crisis, according to recruitment special...

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Financial planning

The PJC on Corporations and Financial Services is gauging the industry's reaction to the possible implementation of a two-tier advice system of independent and affiliated...

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Financial planning

Austrac has commenced a program of random on-site inspections of financial planners for compliance with anti-money laundering laws....

Financial planning

Satisfaction with financial planner's super advice below market average....

Financial planning

Investors should not be afraid to use options in conservative income-seeking strategies, according to Zurich....

Financial planning

A submission by Treasury to the Ripoll inquiry has pointed to the contraction that would occur in the financial advice market if certain fees and commissions were banned,...

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Financial planning

Businesses such as iRefund thrive when consumers feel they are not getting value for the commissions paid to financial planners....

Financial planning

FPA calls for a more informed debate on the merits of selecting different superannuation funds....

Financial planning

ING has argued for the intra-fund advice regime to be extended to financial planners, while also calling for more stringent licensing rules and education standards....

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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...

5 days 8 hours ago

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

1 week 2 days ago

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

4 weeks 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 2 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 ...

1 week 1 day ago

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

1 week ago