FINANCIAL PLANNING

INDUSTRY NEWS

Australian financial planners with overseas experience are highly coveted by dealer groups, recruitment firm, Robert Walters reports....

INDUSTRY NEWS

While the Government’s proposal to protect client money is a step in the right direction it does not outline how it will be monitored, Saxo Capital Markets believes....

INDUSTRY NEWS

Negative local and international economic environment has eroded business confidence, declining by 3.4 per cent in January, Roy Morgan research reveals....

INDUSTRY NEWS

DIY investors risk substantial losses if they believe professional advice is not critical when investing in the online environment....

INDUSTRY NEWS

Remediation programs relating to banks’ financial planning arms are driving up planners’ salaries, a recruitment firm reveals....

INDUSTRY NEWS

Midwinter has promoted Helen Thom to head its distribution team as part of their sales and support team expansion....

INDUSTRY NEWS

Most of the industry input around advice education standards came from institutions and industry associations, and lacked input from all stakeholders....

INDUSTRY NEWS

Valuations for planning practices are set to fall by up to 15 per cent over the next five years as reforms hit the sector....

INDUSTRY NEWS

Does the Australian financial services industry suffer the same shortcomings as those of the US and UK in having become detached and isolated?...

INDUSTRY NEWS

Australians’ confidence in their financial stability remains below pre-GFC levels, data from Roy Morgan Research reveals....

INDUSTRY NEWS

Centrepoint Alliance has found itself in litigation in the Singapore High Court with Aviva Asia over a 2012 transaction....

INDUSTRY NEWS

Spring FG has outlined its broad timetable for the roll-out of franchised wealth management branches....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 2 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 1 day ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 3 days ago