financial planning

Financial planning

Fixed income investors spooked by falling house prices

Australian fixed income investors believe falling house prices pose the biggest risk to credit markets with 95 per cent expecting prices to fall further....

Financial planning

New ‘no rules’ unsettles agricultural exports

Uncertainty from trade wars between the US and China has had an impact on the Australian agricultural sector, undermining its exports....

Features

Financial planning faces into changing commercial dynamic

Mike Taylor writes that new research and real-time market realities have pointed to the significant changes now confronting financial planners....

Financial planning

Commitment to community work key to Young Achiever’s crown

Considering Charis Campbell's commitment to community work, as well as her excellent work performance, her win as Young Achiever at the Fund Manager of the Year awards wa...

Financial planning

Indy Singh receives Lifetime Achievement Award

After more than 31 years in the Australian financial services industry and nearly a quarter of a century after establishing and growing Fiducian from the ground up, Indy ...

Financial planning

Building trust is key to making a top BDM

Being reliable, honest, responsive and creative is what makes a good business development manager (BDM), according to Chris Murphy from TAL, this year’s BDM of the Year....

Financial planning

Top paraplanner claims the title for second year in a row

Strong technical knowledge and communication skills have seen last year’s Money Management Paraplanner of the Year, RSM’s Chris Cynkar, take out the top spot for the seco...

Financial planning

Planning the right path

Felicity Cooper, Cooper Wealth Management director, has backed up her Women in Financial Services win by taking the Financial Planner of the Year crown at the Fund Manage...

Financial planning

Tax advisers held to higher standard with client data

Registered tax advisers have higher obligations regarding the protection of client information that other financial planners, with a legal expert putting the difference d...

Financial planning

Planning/accounting convergence predicted in post-RC world

A new whitepaper has predicted a further important convergence between accounting and planning as the exit of the banks and the impacts of the Financial Adviser Standards...

Financial planning

Consumers left vulnerable over lack of financial literacy

Consumer research released by FINSIA has uncovered an imbalance of financial knowledge which is leading to a high level of vulnerability....

Financial planning

Will an ALP victory accelerate planner exits?

Up to 30 per cent of planners have indicated they intend leaving the industry because of the Financial Adviser Standards and Ethics Authority regime and an end to grandfa...

Financial planning

Financial planners need to prepare for alternative election outcomes

The outcome of this year’s Federal election could have differing impacts for financial planners regarding each parties’ views on superannuation and tax....

Financial planning

Is Australia a good place to invest?

Datasets used to measure past trajectory of Australian population and cultural changes can be drawn upon to predict how Australia’s future will be shaped, according to Be...

Financial planning

Westpac takes 24% profit hit

Westpac has taken a 24 per cent hit to its first-half profit as it continues to accommodate hefty remediation costs and the exit of its financial planning businesses....