FINANCIAL PLANNING

Editorial

While it may sound paradoxical, approaching financial planning like a friendship or relationship could be the key to improving professionalism, Nataliya Denisov writes. ...

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Financial planning

The Findex acquisition of Crowe Horwath has hit headwinds with Barry Lambert claiming the bid does not offer sufficient value to shareholders....

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Financial planning

Industry funds are as vertically integrated as anyone else and are guilty of hypocrisy when criticising such structures, according to Fiducian platform head, Patrick Jack...

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Financial planning

Property giant Ray White has moved to distance itself from family-owned Wealth Market, stressing it will have no directional affiliation with the soon-to-be-launched vent...

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Financial planning

Paradigm Wealth Management has almost doubled its funds under management to $350 million following its acquisition of Portfolio Managers....

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Financial planning

Fiducian managing director, Indy Singh points to shape of company after forthcoming corporate restructure. ...

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Financial planning

ASIC has the power to move to lift planner education standards, according to Finance Minister, Mathias Cormann....

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Financial planning

Chan & Naylor flags SMSF loans flowing from new JV with Origin Finance to form Chan & Naylor Finance....

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Financial planning

AMP chief executive, Craig Meller says self-interested parties are seeking to dumb down advice to just product selection....

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Policy & Regulation

AMP chief exeuctive, Craig Meller says financial services reform has cost his company hundreds of millions of dollars and should be given time to work....

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Life/Risk

New research suggests recent surges in group life premiums have ceded an advantage to individually advised products....

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Editorial

Restoring confidence in the financial advice profession has become a catch cry for institutions recently, but the reality of the proposal is still a way off, Amelia Const...

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Financial planning

New entrants should welcome change for the benefits it brings for clients...

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Financial planning

Higher standards is the mantra but have planners dragged the chain on lifting them? ...

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Financial planning

As the financial planning industry grapples with how to institute new professional and education standards, Jason Spits examines what mind-set and attitudes new entrants ...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

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