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FINANCIAL PLANNING

INDUSTRY NEWS

The Australian Democrats have moved quickly to outline elements of their superannuation policy ahead of next month’s Federal election by announcing a five point plan whic...

INDUSTRY NEWS

The Australian fixed interest sector could deliver negative returns to investors next year as it faces a subdued short to medium-term outlook fuelled by anticipated inter...

INDUSTRY NEWS

Pengana Capital and Barclays Global Investors are both stepping up their dealer group and platform focus with the appointment of a national distribution manager and a na...

INDUSTRY NEWS

The Federal Government has pronounced that its co-contribution superannuation scheme could deliver 10 to 30 times the benefit to low income earners over the Opposition’s ...

INDUSTRY NEWS

Competition for clients is heating up among financial planning firms, particularly the small to medium boutique firms, but there are some serious service gaps in the prod...

INDUSTRY NEWS

The Financial Planning Association (FPA) has invited tenders for the delivery of its Certified Financial Planner (CFP) program as it enters the next phase of its educatio...

INDUSTRY NEWS

Many financial planners are defining their target markets in the wrong way. Carolyn Stafford looks at how this can be turned around....

INDUSTRY NEWS

Helping your clients get what they need requires a team effort from you and a host of other professionals, says Jennie Murray....

INDUSTRY NEWS

Rob Keavney argues systematic rebalancing adds returns, reduces volatility and ensures planners don’t leave clients with maximum exposure at market crests – so why isn’t ...

INDUSTRY NEWS

Tony Rumble argues the risk of protected loans can be diminished if used in a progressive manner....

INDUSTRY NEWS

IWL has reported a significant turnaround in its financial earnings this year, due largely to a buoyant stock market boosting its now fully integrated online broking arm ...

INDUSTRY NEWS

Australian Unity director and head of funds management John Linehan is set to leave the group in mid-September, to be replaced by a yet-to-be-named successor who will be ...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 2 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

1 week 6 days ago