PLANNERS

Financial planning

Unified Healthcare Group has announced a new technology with the potential to reduce the cycle time for the collection of medical reports for applications submitted by pl...

Financial planning

Separately managed accounts (SMAs) play a greater role with planners who recommend them, but the adoption rate appears very slow, according to the new report by Investmen...

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Financial planning

Across an average planner's client base, there is about $3.2 million sitting in cash that would have otherwise been invested in growth assets, but hasn’t been due to mark...

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Financial planning

The push to achieve professionalism in financial planning needs to go beyond planners to include all participants in the industry, according to general manager of advice ...

Financial planning

Capital protected products, which received a boost amid the uncertainty of the global financial crisis, are now being shunned by financial planners as too expensive and i...

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Financial planning

The Institute of Public Accountants has spoken out in favour of the Government's Future of Financial Advice (FOFA) reforms, arguing that the financial planning industry s...

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Financial planning

New research reveals many financial planners question the effectiveness of ASIC in doing its job....

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Financial planning

AMP wants to retain the best talent, and believes few AXA planners will notice any change from the merger between the two companies....

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Editorial

Scott Machin explains how scoped advice is bringing financial advice within the reach of all Australians....

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Superannuation

The number of SMSFs borrowing to invest has more than doubled in the past two years, with property by far the most popular geared investment for trustees....

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Financial planning

Future2 charitable foundation named as official charity for FPA conference....

Superannuation

SMSFs have emerged as an important revenue stream for planners and planning industry support services....

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Financial planning

Australian financial adviser sentiment is slowly recovering after a volatile couple of years....

Financial planning

Planning practices should not simply acquire C and D client books from other practices if they are looking to expand, according to the managing director of Encore Group, ...

Financial planning

AMP has officially opened its new walk-in financial planning centre in the heart of Parramatta’s business district, with 16 of a maximum 20 possible planners alread...

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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 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 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 1 day 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....

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

3 weeks 6 days ago

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

3 weeks ago