FINANCIAL PLANNING

Editorial

Even the strongest of client relationships can be tested when returns are weak. As Tom Reddacliff explains, long-term relationships between financial planners and their c...

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Financial planning

Financial planners and their clients have to supplant platform providers and fund managers as the price setters in the advice equation, according to Colonial First State ...

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Financial planning

FSC chief executive John Brogden has indicated the organisation needs to take a stand to more broadly influence greater economic policy....

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Financial planning

Superannuation funds can increase member engagement by offering limited advice, says Mercer....

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Editorial

Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...

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Financial planning

Most direct investors want advice but they are unclear on adviser's value propositions, CoreData has found....

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Financial planning

By parking their money in cash, investors are creating long-term problems for their retirement funding, according to a new Russell Investments risk/return analysis....

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Financial planning

The financial planning profession will have to start looking to grow its own talent rather than just poaching from elsewhere in the financial services industry if it want...

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Editorial

Money Management’s Top 100 Dealer Group data has underscored the re-emergence of institutions as the dominant force in Australian financial planning....

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Top 100

Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....

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Top 100

Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....

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Financial planning

The Financial Planning Association has reported record enrolments for this year's Certified Financial Planner program which saw the increase of nearly 65 per cent from la...

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Editorial

Mike Taylor writes that the sale of client books entailing trailing commissions will look utterly incongruous in a post-FOFA world unless financial planners are actively ...

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Financial planning

While the outlook for portfolio returns has gotten somewhat better, financial advisers continue to tread cautiously with their clients....

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Funds management

Financial planners lack an understanding of fixed income, which has been over-complicated by fixed income asset managers, according Philip Gardner, head of asset manageme...

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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 4 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 4 days ago