FINANCIAL PLANNING

Financial planning

Equity markets are firing, clients are safe in the knowledge that the financial services industry is now governed by one of the world’s most rigorous consumer protection ...

Rate the raters

Damian Franco knows a fair bit about risk rating research. When he was state manager at Guardian Financial Planning a few years ago, he was given the onerous duty of sort...

Financial planning

Product pushing is a bummer. Disclosure is all good. Financial Services Reform (FSR) is a positive. Becoming a certified financial planner is a must. Fee-for-service is c...

Financial planning

Describing another week in her practice, Jennifer Moss says recent rule changes to retirement savings are causing people to lose faith in the super system....

Financial planning

Straight-talking Sharyn Besch is more pragmatic than her peers when it comes to the big issues in the profession she’s always wanted to get into....

Financial planning

Jonathan Bonnett didn’t deliberately set out to write a book on financial planning to generate leads, but he always hoped a little business would come his way....

Financial planning

For Danial White, a fee-for-service future will become a more viable and sustainable business model to work with....

Financial planning

The youth of today are just too lazy and apathetic to think about going to a financial planner, right?...

Financial planning

Investors are less interested in the fees-versus-commissions debate and much more interested in finding an adviser they can depend on, writes Craig Dunn....

Financial planning

If you think this Federal election is a fizzer, then consider this: if the Labor party manages to unseat the Government in less than two weeks time, you will no longer be...

Superannuation

So you think there is nothing to vote for at the upcoming federal election? If you are a financial planner, think again, writes Rebecca Evans....

Financial planning

Financial planning groups have been warned to keep a close watch on their advisers and to take firm action against “bad apples”, or risk future litigation by disgruntled ...

Financial planning

Advisers could have to meet a new set of guidelines for ethical behaviour and experience if a world standard for financial planning is adopted in Australia....

Financial planning

The Financial Planning Association will continue to lobby the Coalition Government following John Howard’s landslide victory in Saturday’s federal election, with the aim ...

Financial planning

The Financial Planning Association will review the role and tasks under taken by financial planners on an ongoing basis as part of a strategy to ensure its continuing adv...

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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 1 day 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 ...

4 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days 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 1 day ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks 1 day ago

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

3 weeks 2 days ago