FINANCIAL PLANNING

Financial planning

A new firm has emerged in the financial planning space offering what it describes as a flexible loan-writing solution for financial advisers....

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Financial planning

Financial services identity Arthur Naoumidis has brought a new offering to the financial planning market - DomaCom....

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Financial planning

Financial services industry veteran Arthur Naoumidis is to offer free financial planning software after picking up CARM's offerings in a liquidation sale....

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Financial planning

Institutionally-aligned financial services providers are increasing their budgets for online marketing activities, but most financial planners are struggling to adequatel...

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Editorial

Given the end of the 2011/12 financial year also represents the start of a 12 to 14-month countdown to the next federal election, the time available for Bill Shorten to m...

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Editorial

With corporate blow-ups becoming commonplace and ‘short-termism’ dominating investment markets, ESG issues are more relevant than ever. ...

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Financial planning

In a time of unprecedented regulatory change and market upheaval facing financial advisers, financial services licensees are going to have to adapt along with advisers to...

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People & Products

CommInsure has made two senior hires in its retail advice distribution team, appointing Ian Knight as state manager for Victoria and Ben Bancroft as national accounts man...

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Policy & Regulation

The Government’s Future of Financial Advice (FOFA) legislation passed through the Senate yesterday, but there seems to be some confusion over whether the terms 'financial...

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People & Products

Former AFS Group chief executive Pater Daly has joined one-stop-shop wealth management group Yellow Brick Road to aid its bid to recruit additional financial planning pra...

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Editorial

Given the slowest share market recovery in years, many investors will wait it out before diving back in. But taking the same approach with asset allocation in superannuat...

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Editorial

Susanna Khouri believes the Trio Capital debacle has highlighted the need for better mechanisms to compensate investors for loss....

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Policy & Regulation

The Government's Future of Financial Advice (FOFA) bills have passed the Senate, moving the hard compliance date back to 1 July 2013....

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Editorial

Mike Taylor writes that the Federal Opposition has signalled some of the so-called ‘concessions’ extracted around the passage of the FOFA bills may not have a life beyond...

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Policy & Regulation

The Federal Opposition has signalled it remains to be convinced about either introducing or supporting legislation which would restrict the use of the terms 'financial pl...

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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