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Financial planning
Australia is confronted by a shortage of financial planners capable of leading to spiralling levels of remuneration, according to the executive director of the Investment...
Financial planning
Most enquiries to the Financial Industry Complaints Service relating to the failed Fincorp Group have been from direct investors, according to chief executive Alison Mayn...
Financial planning
Alternative investment group Select Asset Management has launched a registered managed futures fund through its relationship with Aspect Capital....
Financial planning
Tower Australia has renewed its group life insurance mandate with Westscheme Superannuation Fund, reaffirming its belief that retail and group life insurance can be succe...
Financial planning
Newcastle-headquartered Prosperity Advisers has become the first financial planning practice to reach an out of court general agreement with its clients implicated in the...
People & Products
The Financial Planning Association has recruited Association of Superannuation Funds of Australia chief financial officer and company secretary Robert Swanbury as its new...
Financial planning
Challenger Financial Services is to launch a new listed property trust in partnership with Japan-based real estate manager Kenedix, which will invest in retail property i...
Financial planning
Mercer Human Resources has completed a research exercise which confirms many Australian employers are not prepared to deal with key changes to the way the superannuation ...
Funds management
St George Bank has announced what it describes as an “organisational realignment”, which will see the creation of a new retail bank and wealth management division....
Financial planning
Financial Planning Association chief executive Jo-Anne Bloch has warned members to expect the industry funds debate to move away from commissions to one that emphasises w...
Financial planning
Colonial First State Global Asset Management has become the latest domestic financial services organisation to sign up for the United Nations’ Principles for Responsible ...
Financial planning
The Association of Financial Advisers has achieved the highest rating on overall performance in a survey of industry associations, beating the Financial Planning Associat...
Financial planning
The Association of Financial Advisers is preparing to launch its own version of the Financial Planning Association’s Certified Financial Planner designation....
Financial planning
The Financial Planning Association has established a professional indemnity insurance broker panel to enhance the level of PI insurance support it offers members....
Financial planning
The results of a shadow shopping survey of reverse mortgages by consumer protection body Choice this week “reinforces the need for good financial advice”, according to FP...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...