FINANCIAL PLANNING GROUPS

Financial planning

As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...

image
Financial planning

Count Financial may have purchased a 5 per cent stake in DKN Financial Group, but that has not stopped DKN scoping out its own acquisition opportunities....

image
Editorial

Large institutions view the global financial crisis-inspired period of regulatory review and change as a chance to buy distribution and platforms cheaply and to position ...

image
Financial planning

Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...

Life/Risk

Failure of high profile companies testing guidelines to the limit; questions as to whether PI insurers will continue to provide insurance to planners....

Financial planning

The Federal Government's move to allow superannuation funds to provide advice to members has served to unite the financial planning industry in voicing its opposition....

image
Financial planning

Barry Lambert's concerns about a bubble in the first home owners market appear to be coming true....

Financial planning

The government subsidies being given to first home owners, at a time when interest rates are low and unemployment is on the rise, could be adding to an already heavy debt...

image
People & Products

Tony Negline to consult on an online SMSF trust deed update service....

image
Financial planning

2008 Year in Review - BARRY LAMBART with his take on the year's turbulence....

Financial planning

Announces merger with Newpark Financial Services....

Financial planning

Need to address issues raised by changing demographics....

Financial planning

Need to address issues raised by changing demographics....

image
Financial planning

Super switching survey reveals surprising attitudes....

Financial planning

QBE Insurance has told underwriters it has ceased quoting on new business for professional indemnity (PI) insurance to financial planners as a result of the collapse of A...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 days 16 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week ago