FINANCIAL PLANNING

Financial planning

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

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Financial planning

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

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Features

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

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Financial planning

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...

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Financial planning

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 ...

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Financial planning

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....

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Financial planning

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...

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Financial planning

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...

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Financial planning

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

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Financial planning

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...

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Financial planning

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

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Financial planning

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...

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Financial planning

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

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Financial planning

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...

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Financial planning

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....

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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 6 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....

4 weeks ago

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

1 week 2 days ago