FINANCIAL PLANNING

Financial planning

In the 15 years since I linked up with Bodinnars Financial Planning, now part of the Fiducian Group, a myriad of changes have taken place in our industry. ...

image
Financial planning

In a submission to the Rippoll inquiry respected financial planner Neil Kendall has hit out against substantial "hidden incentives" paid to Australian financial services ...

image
Life/Risk

Complexity of insurance requires specialised advice: Penkin....

image
Financial planning

Paul Resnik and Dan Ratner share their different industry experiences to present this insight into the future of financial planning....

image
Financial planning

Financial planners are venting their frustrations regarding real and perceived conflicts of interest created by commission payments to the parliamentary inquiry into the ...

image
Superannuation

Don't rely on risky investment schemes to save funds in a bad market....

image
Financial planning

FPA running seminars promoting the value of financial advice....

Financial planning

The National Australia Bank is pushing further into the high-net-worth advice space with the creation of a new wealth services division, to be led by former Westpac Priva...

image
Financial planning

The Financial Planning Association is to provide free financial advice online for one month, beginning with the launch of its Financial Planning Week on May 25....

Editorial

The current economic climate has put pressure on financial planning practices throughout Australia and around the world....

Financial planning

The Parliamentary Joint Committee on Corporations and Financial Services is undertaking an inquiry, the terms of reference of which include the role and remuneration of f...

image
Financial planning

The Financial Ombudsman Service has launched a Financial Planning Advisory Committee with the mandate to advise the ombudsman on all issues affecting financial service pr...

Financial planning

The Financial Planning Association is a key industry body, but it’s time for it to evolve into a greater force, writes RAY GRIFFIN....

image
Financial planning

But a leading industry educator says any difficulties with financial advisers are related to commission arrangements and supervision, not education....

image
Financial planning

More financial planning practices outsourcing paraplanning to cut costs....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 4 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 1 day ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 3 weeks ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 1 day ago