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FINANCIAL PLANNING

INDUSTRY NEWS

Centrepoint Alliance has pointed to new ventures in its advice and funds managements arms as key drivers for a 78 per cent increase in after tax profits....

INDUSTRY NEWS

Industry fund, Kinetic Super, has announced its CEO, Megan Bolton has left after seven years in the role....

INDUSTRY NEWS

Regardless of how much money people have they are more optimistic about their financial future if they consult a financial planner, the FPA claims....

INDUSTRY NEWS

Perpetual Investments group executive, Michael Gordon, announces retirement at end of year....

INDUSTRY NEWS

Former head of financial planning at ipac and Genesys, Matthew Fogarty, is the new GM of Garvan and MLC Financial Planning....

INDUSTRY NEWS

AMP has combined the leadership of ipac and Charter and internally appointed Tim Mitchell-Adams to head the firms....

INDUSTRY NEWS

Merit Wealth Financial Services is the latest client to partner with Midwinter and implement its AdviceOS software, with plans to roll out the cloud-based platform next w...

INDUSTRY NEWS

Financial planners aged 65-plus are predominantly happy with their incomes as they wind down to retirement, the Money Management Salary Survey reveals....

INDUSTRY NEWS

Australia’s new generation of planners are more likely to hold a BA in Finance, Economics or Accounting than their predecessors....

INDUSTRY NEWS

Determining ethical investments is not black and white as some firms have varying business practices....

INDUSTRY NEWS

Financial planners in the ACT feel the least valued by their employers of all Australian planners, the Money Management Salary Survey reveals. ...

INDUSTRY NEWS

The gender gap in superannuation is narrowing very slowly and needs more definitive action, Roy Morgan believes....

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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...

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

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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....

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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 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 5 days ago