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. ...

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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 ...

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Life/Risk

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

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Financial planning

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

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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 ...

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Superannuation

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

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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...

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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...

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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....

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Financial planning

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

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Financial planning

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

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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 2 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 3 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 3 days ago