FINANCIAL PLANNING

Editorial

The global recession generated by the sub-prime crisis has served to reinforce the dominance of Australia’s major banks across almost all segments of the nation’s financi...

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Editorial

The long-term effort required to ensure best practice in your financial planning business can reap significant dividends, writes Chandar Varadhan....

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Editorial

Bryan Ashenden takes a look at the far-reaching impact the recommendations of the Ripoll Inquiry could have on the financial services industry....

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Financial planning

The principals and directors of financial planning practices will need to ensure they, their planners and their employees have appropriately nominated the superannuation ...

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Financial planning

Financial planners attending the AMP and Hillross annual conference in Melbourne have committed to contributions totalling $18,900 for the Future2 Foundation, which suppo...

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Financial planning

Financial planners’ revenues may have bounced back with the increase in equity markets, but caution and conservatism remains amongst advisers, according to Centric Wealth...

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Editorial

Understanding what your client wants rather than what you think they want is the key to avoiding financial planning mishaps, explains Ray Griffin....

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People & Products

The Financial Planning Association (FPA) has found a replacement for the position of general manager of policy and government relations, which was left vacant following G...

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Editorial

The Financial Planning Association’s white paper on planner education appears to be a knee-jerk reaction to mounting criticism and scrutiny. ...

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Financial planning

The FPA has been criticised for not consulting with the wider tertiary education sector before going ahead with the release of its education consultation paper....

Financial planning

A further 122 FPA members pass final CFP program examinations....

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People & Products

Colonial First State has appointed senior managers within its Colonial First State Advice Business leadership team, with Tim Browne, John Carnevale, Matthew Brown and Hel...

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Financial planning

A new submission to the Cooper Review has suggested that the dominance of financial planning by banking institutions is more worrying than the payment of commissions....

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Financial planning

The general manager of Industry Fund Services (IFS), David Haynes, has confirmed his resignation following a restructure of IFS' parent company, Industry Super Holdings....

Financial planning

The Government and the Treasury, rather than the Australian Securities and Investments Commission (ASIC), should lead the way in implementing changes to the financial pla...

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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....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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