FINANCIAL PLANNING

Financial planning

Rob McGregor scored the Money Management Financial Planner of the Year Award runner-up spot in what was a very close race to the top, writes Milana Pokrajac....

image
Financial planning

George Flack has continued to demonstrate his continued commitment to financial planning while William Johns is part of a new generation entering the profession....

image
Superannuation

Accountants handling SMSFs will be able to cover off licensing via arrangement with MLC and AXA....

image
Financial planning

The overlap between mortgage broking firms and other segments has raced ahead in 2011 as companies search for diversified revenue streams in a gloomy financial environmen...

image
Financial planning

The Institute of Public Accountants (IPA) has announced a partnership with AXA and MLC to provide its 22,000 members with a comprehensive financial services package....

image
Financial planning

With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...

image
Financial planning

Eureka Financial Group has been named the financial planning practice of the year by Financial Wisdom....

image
Financial planning

Financial planning executive Neil Younger will make a move to ANZ Wealth next month to head up practice-based financial planning, the banking group has announced....

image
Financial planning

The expectation of a change in Government and consequent changes to the Future of Financial Advice (FOFA) legislation has created serious uncertainty and prompted at leas...

image
Financial planning

The Association of Financial Advisers (AFA) has unveiled a new advertising campaign to promote the value of financial advice and the need for everyday Australians to form...

image
Financial planning

The financial planning industry will once again buck the trend of the wider market and experience strong levels of hiring, largely due to attrition and experienced planne...

image
Financial planning

A financial planning-focused 'university challenge' announced by AMP in July wrapped up last night, with AMP Horizons director Tim Steele saying the competition had excee...

image
Financial planning

Choice has made clear it is lobbying the independents to back opt-in as the FOFA bills hit the Parliament....

image
Policy & Regulation

The Financial Ombudsman Service (FOS) has played down concerns it will have little legal guidance once the Future of Financial Advice 'best interests' duties become law....

image
Editorial

If the Government had cared to undertake a full regulatory impact analysis of its new legislation it might have quickly concluded that, in many respects, it was turning b...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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