FINANCIAL PLANNING

Financial planning

Social media such as Facebook, Twitter and LinkedIn are more about marketing the services of financial planners than about advice delivery....

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Financial planning

Macquarie Group has withdrawn its Professional Series from Standard & Poor's 2012 Global Equity Review, as a consequence of the research house closing its Australian reta...

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Editorial

Dominic McCormick explains why passive funds are not a low risk portfolio approach....

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Life/Risk

The risk insurance industry has defied all odds and continued to experience strong growth amid economic uncertainty. However, that is not to say the sector has managed to...

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Policy & Regulation

The financial services industry has turned its attention to the parliamentary independents in the wake of the failure of the PJC reviewing the FOFA bills....

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Policy & Regulation

Observers attending the parliamentary committees reviewing the FOFA bills are concerned at the absence of the Australian Greens....

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Editorial

The popularity of cash products does not seem to revolve solely around investment sentiment anymore. Milana Pokrajac reports....

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Editorial

Although financial planners are in for another tough year, the Financial Planning Association's Mark Rantall believes this could be a good time to reflect on how to creat...

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Financial planning

Midwinter Financial Services has launched a new product - AdviserTECH CPD - which it describes as "a simple, practical online CPD education and compliance solution for fi...

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Financial planning

Financial planning practices need to optimise their websites and integrate social media into their marketing plans, according to The Humble Investor's Colin Williams....

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People & Products

Wealth management group Equiti Private Wealth announced it has appointed two senior financial advisers in Gregory Fuzi and Peter Sheather....

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Policy & Regulation

Regulatory uncertainty is causing the financial planning industry to contract and dissuading young graduates from taking up the profession, according to FSC chief John Br...

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Policy & Regulation

Uncertainty over FOFA and a heavy compliance burden has led $70-million practice XPAL to join the ipac south australia stable....

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Financial planning

Scaled financial advice is a promising offering receiving a big push from the Government and industry regulators. However, lingering uncertainties are preventing the serv...

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Funds management

The Bank of Melbourne is offering a wealth management review to its general banking clients...

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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 4 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