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FINANCIAL PLANNING
Financial planning
Giving clients advice with the same care with which he would his parents has seen Chris Cynkar of RSM win Paraplanner of the Year....
Financial planning
As the financial services industry is rocked by the Royal Commission, the Financial Planner of the Year, Ben Travers, cites his independence as his biggest pride in his p...
Financial planning
The Financial Planning Association and other industry groups have warned that many people will need advice to navigate the Government’s Budget changes....
Financial planning
Newly-appointed AMP chairman, David Murray has acknowledged the possibility of more board exits generated by angry institutional investors at this week’s annual general m...
Financial planning
Westpac has reported a solid first half amid the challenges presented by the Royal Commission....
Financial planning
Customer satisfaction with banks in the six months to March 2018 was 80.9 per cent, down marginally from 81.0 per cent in February, despite the revelations uncovered in t...
Financial planning
Specialist financial services lawyer, Dr Hillary Ray has suggested that in the aftermath of the Royal Commission, boards of AFSLs may need to make themselves much more aw...
Financial planning
The national privately-owned licensee has undergone a corporate and website rebranding, which includes the launch of an integrated online application system for planners ...
Financial planning
New survey data suggests life insurance industry executives fear the Life Insurance Framework will act as a disincentive to university graduates considering becoming life...
Financial planning
Dover Financial Planning principal, Terry McMaster collapsed in the Royal Commission witness box after prolonged questioning about his firm’s “Client Protection Policy” a...
Financial planning
Around $2.4 trillion will soon be transferred from baby boomers to the next generation, but many people are unprepared, Australian Unity has warned....
Financial planning
The Prime Minister, Malcolm Turnbull has admitted to making a political mistake in not acting sooner to call the Royal Commission into Misconduct in the Banking, Superann...
Financial planning
ANZ has admitted it made mistakes in seeking to ‘on-board’ planners from AFS Group after it had been the subject of an enforceable undertaking....
Financial planning
Millennials are far more confident about their financial future than the broader population, according to new research from BT Financial Group....
Financial planning
The Financial Services Council has come out in support of the Government’s toughened-up corporate misconduct penalties, following the discoveries by the Royal Commission ...
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...