FINANCIAL PLANNING

Editorial

SFG Australia has reported a $2.9 million decrease in NPAT for the first half of the financial year, but pointed to the solid underlying result....

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Financial planning

Macquarie has launched a new planner-oriented product — an online application process with electronic verification to help advisers open cash accounts for their clients m...

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Editorial

Perpetual’s restructuring delivers a solid profit improvement....

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Editorial

It is now nearly a month since the Prime Minister, Julia Gillard, announced that the 2013 Federal Election would be held on 14 September – and despite her suggestions to ...

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Financial planning

Guardian Advice has rolled out a new succession planning strategy which aims to help older advisers retire, while attracting the younger generation of planners to the dea...

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Financial planning

Matrix withdraws from sale process and plots expansion based on review....

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Financial planning

AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....

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Financial planning

Matrix withdraws itself from sale despite interest from buyers....

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Editorial

Countplus remains fixed on growth despite a first-half profit decline...

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Life/Risk

A group of financial advisers has taken to social media to raise concerns that insurance comparison website Choosi is misrepresenting its services to clients and leading ...

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People & Products

Following its decision to merge with financial advisory firm Tynan Mackenzie late last year, ipac has appointed Eric Gibson, Nick Brinkworth and Craig Weber as general ma...

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Financial planning

Following "somewhat ambiguous" statements on grandfathering in Consultation Paper 189, the Australian Securities and Investments Commission (ASIC) is set to release an up...

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Editorial

With scores of financial planners changing dealer groups, Mike Taylor writes that it is important for those doing the recruiting to undertake the necessary due diligence ...

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Financial planning

New research suggests job opportunities have shrunk for investment advisers, financial brokers and dealers....

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Financial planning

Hong Kong-based private wealth management company Harris Fraser Group is using the Australian retail advice model to poach high-net-wealth clients from private bankers....

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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....

2 weeks 5 days ago

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

3 weeks 6 days 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....

2 weeks 5 days ago