FINANCIAL PLANNERS

Financial planning

Squabbling on the part of groups of financial planners is serving to undermine the broader interests of the financial planning industry, according to the chief executive ...

Financial planning

If the financial planning industry is to be placed under the media microscope, those controlling the focus should be obliged to declare their interests. There is nothing ...

Financial planning

The Financial Planning Association (FPA) is calling for tighter regulation of the use of the term 'financial planner' to distinguish it from the term 'financial product a...

Superannuation

Some financial planning practices looking for acquisitions are beginning to question the value of purchasing a practice with a retired client base....

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Financial planning

New life risk research and premium comparison software developed with Adviserlogic....

Editorial

It ought come as no surprise to most Australian financial planners that they have an image problem and that they represent an easy target for what was once known as the ‘...

Financial planning

The Australian Securities and Investments Commission has issued class order relief that will allow super fund members to receive advice from their fund....

Financial planning

AMP chief executive Craig Dunn has defended the integrated financial services model, saying despite "inherent conflicts of interest" that must be managed, consumers prefe...

Financial planning

A combined Melbourne-based risk insurance and accounting business plans to buy more practices to boost its presence in Victoria and New South Wales....

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Financial planning

The New Zealand financial planning industry is being consulted on new disclosure requirements for advisers, including the potential use of the terms 'independent' or 'una...

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Financial planning

More than 360 Australians have sought advice on superannuation, mortgages and the first home owners grant, retirement, tax budgeting and investments....

Financial planning

Financial planning practices are not working with their dealer groups to tackle cash-flow problems during the downturn....

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Financial planning

A media report yesterday that accused financial planners of being under investigation by ASIC was false, with the people in question believed to be marketing themselves a...

Financial planning

It's official - superannuation fund members have endured two consecutive years of negative returns....

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Financial planning

The Financial Planning Association is canvassing its members on their exposure to failed agribusiness managers Great Southern and Timbercorp....

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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 12 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