FINANCIAL PLANNING

Financial planning

There will be no immediate change for advisers and clients of the Tynan Mackenzie group which will soon be integrated under the ipac brand, AMP has announced....

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Financial planning

Boutique planners need to develop a specialised business model in order to compete against "mass service providers", says Next Step Financial Strategies partner Neil Whit...

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Financial planning

Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...

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Financial planning

The FPA rewards its top financial planners with the announcement of the 2012 Best Practice Award winners in Melbourne....

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Superannuation

SMSF appetite for property continues to grow, but the lack of any minimum professional standards for property investment advisers requires serious consideration from the ...

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Financial planning

Australia is ahead of many developed markets when it comes to the education of its financial planners, according to CFA Institute managing director, Asia Pacific, Paul Sm...

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Financial planning

The Financial Planning Education Council has launched its approved national Accreditation and Curriculum Framework for financial planning university degrees....

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Financial planning

Retail investment research house van Eyk has announced it will look to build on its in-house retail financial advice offering, which was established earlier this year....

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Funds management

The Australian Securities and Investments Commission (ASIC) has released an updated investor guide on unlisted property schemes, urging investors to seek financial advice...

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Financial planning

Equip Super Financial Planning is expanding its offering to include self-managed super fund advice for its superannuation members....

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Financial planning

Premium Wealth Management has added Boston Private Wealth to its dealer group, the third Queensland-based practice to join the group this year....

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Financial planning

Former Guardian Financial Planning financial adviser Susan Heathwood has been handed two suspended prison sentences after pleading guilty to two charges of dishonest cond...

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Financial planning

Synchron director Don Trapnell has called the FSC's proposed adviser remuneration model anti-competitive....

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Editorial

Mike Taylor writes that codes of conduct are only effective when those who sign up genuinely appreciate the consequences that follow a breach....

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Funds management

Financial planners are ditching direct equities for managed funds, according to Zenith head of sales and marketing John Nicoll....

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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 5 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