FINANCIAL PLANNING

Financial planning

Asgard Wealth Solutions has developed a new automated business support tool to help financial planners manage their practices more efficiently, which in turn will allow t...

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Financial planning

The Government should proactively encourage Australians to seek superannuation advice to help maximise their retirement incomes, according to the Financial Planning Assoc...

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Financial planning

The Financial Planning Association has released the results of its own research that shows its members feel it is not doing enough to promote the value of advice or the p...

Editorial

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Financial planning

Scottish banking giant HBOS’ assault on the Australian investment industry is gaining traction, with its financial planning, insurance and investment arm St Andrew’s maki...

Financial planning

Magnitude Financial Planning is celebrating the opening of its new Brisbane office located at Spring Hill....

Financial planning

Entries close this Sunday, October 1, for the prestigious Paraplanner of the Year Award....

Financial planning

A primetime interactive television program illustrating how valuable good quality financial advice can be for all Australians is set to screen in October of this year....

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Financial planning

A total of 15 members of the Financial Planning Association have been nominated to fill four voting member board directorships....

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Financial planning

Commonwealth Financial Planning has implemented an internal staff development program that offers Commonwealth Bank employees a career path that will see them become fina...

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Financial planning

Consistency of service and a broader lifestyle focus for clients are crucial for financial planners in the current marketplace, according to Matthew Lock, managing direct...

Financial planning

One of Australia’s largest industry superannuation funds, Equipsuper, has argued that the Government should amend the sole purpose test applying to superannuation fund tr...

Financial planning

Brisbane-based financial planning group Australian Investment & Financial Planners Pty Ltd has changed its name to My Adviser – beginning the first in a number of changes...

Financial planning

ING Financial Planning and ING’s largest dealer group, RetireInvest, will be combining their back-office operations from January, next year....

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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 ...

4 weeks 2 days 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 2 days ago