FINANCIAL PLANNING

Financial planning

ANZ has continued its change in strategic direction, this time flagging the possible sale of its life insurance, advice and superannuation and investments businesses in A...

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Policy & Regulation

The Government’s review of financial services external dispute resolution has revealed overwhelming industry support for a last resort compensation scheme....

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People & Products

Financial advisory firm, Profile Financial Services, has backed growth with two new senior appointments....

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People & Products

HLB Mann Judd has established a debt advisory arm in a joint venture with former St George Bank executive, James Macfarlane....

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People & Products

Digital wealth management provider, Quantifeed, has looked to regional expansion with key Hong Kong and Australian appointments....

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Financial planning

ANZ has announced the exit of its Asian retail and wealth businesses in a sale to Singapore’s DBS Bank....

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Awards

Kharen Kaleda from Avant Garde Financial Services was the Financial Planner of the Year at the 2016 Women in Financial Services Awards....

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Awards

Patricia Garcia from WB Financial Bowen Hills was crowned the Rising Star at the 2016 Women in Financial Services Awards....

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Awards

Lana Clark from Elixir Consulting was the Mentor of the Year at the 2016 Women in Financial Services Awards. ...

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Awards

Marionne MacRitchie has successfully garnered widespread support from the financial services industry to continue her pro-bono work in East Timor through her Emerge Found...

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Financial planning

ClearView looks to expand its IFA channel on the back of Sony Life taking a 14.9 per cent stake in the company....

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Editorial

The Government’s creation of an independent standards body will alter the dynamics of the financial planning industry and create a new hierarchy. ...

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Editorial

Mike Taylor writes that ASIC must deal in the complex realities of insurance claims handling, not the headline-making perceptions....

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Tools & guides

Helping clients identify financial goals and helping them create a plan to achieve them is significantly more likely to alleviate financial stress, Vicki Doyle writes....

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Financial planning

Financial planner performance should be rated and cross checked against a market benchmark as part of moves to mandate professional standards for planners....

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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 1 week 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 1 week 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 1 week 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....

3 weeks 4 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....

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The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

1 week ago