FINANCIAL PLANNING

Financial planning

Compliance consultant Christina Kalantzis has seen an uptick in the number of boutique financial planners looking to 'hand back' their Australian Financial Services Licen...

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Financial planning

The Financial Services Council has supported the view of Richard St John that a last resort compensation scheme would be 'inappropriate and counterproductive' for the fin...

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Financial planning

Investment Trends research finds financial planners play an enormous role in the take-up of capital protected products....

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Financial planning

Close relationships with clients can end up haunting financial planners when they decide to exit the industry, according to Hunts' Group principal Anthony Hunt....

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Financial planning

The ACCC has issued a decision which may have implications for organisations in the financial planning industry....

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Financial planning

Financial planning practice valuations have returned to three times recurring revenue as weak supply fails to meet demand, according to Forte Asset Solutions director Ste...

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Financial planning

Although financial planners are often told it is cheaper to be the authorised representative of a major licensee, that is not necessarily the case, according to Pathway L...

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Funds management

Wealth Enhancers chief executive Finn Kelly was a finalist in the Money Management Young Achiever of the Year category last year and has gone one step better in 2012....

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Financial planning

A new paper suggests financial planners need to rethink what drives client risk tolerance....

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Financial planning

Professional indemnity insurance premiums for planning practices are up 30 per cent from last year, according to Alexis Insurance Brokers principal Christina Kalantzis....

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Financial planning

Financial planners have welcomed St John report recommendations suggesting product issuers accept greater responsibility. ...

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Superannuation

SMSF trustees need to be conscious of lumpy assets such as property within their fund portfolios in the event of death....

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Financial planning

The same regulator critical of financial planner responses in a shadow shopping exercise has turned in a 100 per cent fail in responding to parliamentary questions on tim...

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Financial planning

A recent newspaper advertisement that equates financial planning with the sale of financial products misunderstands the role of advisers, says AFA chief executive Richard...

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Financial planning

ANZ's Paul Barrett says educating consumers is the key to growing adviser credibility....

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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