FINANCIAL PLANNING

Financial planning

Existing levels of adviser education should be considered a pathway to degree level qualification....

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People & Products

Meller names his leadership team at AMP, with Caprioli overseeing advice....

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Editorial

The Federal Treasurer, Joe Hockey, has signalled a “son of Wallis” review of the Australian financial system and, as Mike Taylor writes, the industry is already starting ...

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Financial planning

Money Management has opened the nominations for its Financial Planner of the Year award for 2013....

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Financial planning

Planners remain immobile as they await Treasury clarity on grandfathering. ...

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Superannuation

Trustworthy advice is one of five policy priorities for Industry Super Australia, formerly known as the Industry Super Network....

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Funds management

Investors should review their investment structures when circumstances change, according to Centric Wealth’s Adam Pearsall....

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Financial planning

Perth-based Chambers Investment Partners has had its Australian financial services licence cancelled after the company failed to obtain professional indemnity insurance a...

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Financial planning

Financial planners in New Zealand may use the introduction of the Trans-Tasman Portability Scheme as a way to upsell incoming clients on insurance. ...

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Financial planning

FPA to make submission around transparency and consistency of dispute resolution scheme....

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Financial planning

Financial advisers looking to join a dealer group need to make sure those groups can deliver on their promises, according to My Dealer Group founder Anne Fuchs....

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Financial planning

BT Financial Group has made a further push to attract female advisers with the launch of the Stella Network....

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Financial planning

ASIC uses examples of its actions against financial planners and others to defend its record. ...

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Financial planning

FPA recommends creation of stakeholder body to drive education standards....

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Financial planning

Providing children with the opportunity to set their own personal goals in the classroom can help lift their level of financial literacy as they grow....

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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 ...

1 month ago
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 ...

1 month ago
gonski

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

1 month ago

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....

3 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

4 weeks 1 day ago

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

3 weeks ago