FINANCIAL ADVICE

Financial planning

Westpac Financial Services has predicted banks will dominate the margin lending market within three years....

Superannuation

There has been a lot of talk about how financial planners can exploit the opportunities opening up in the changing world of superannuation. NSP Buck is one group actually...

Financial planning

Westpac Financial Services has predicted banks will dominate the margin lending market within three years....

Financial planning

Westpac Financial Services has predicted banks will dominate the margin lending market within three years....

Financial planning

On average, Australian women are outlasting their men by five years, creating an interesting and growing niche market. ...

Financial planning

While at least one Big Five accounting firm moves out of financial planning, Deloitte Touche Tohmatsu plans to grow its operations significantly....

Financial planning

Wanted: Financial planners. Start: yesterday. There is a chronic shortage of skilled financial planners emerging, as demand for high end planners far outstrips supply. ...

Financial planning

Our lead in this edition of Money Management paints a bleak picture for dealer groups looking to hang on to their top producers or boost-ing their planner numbers to meet...

Financial planning

Suncorp Metway is taking the lead from other banks and will almost double planner numbers in coming months in an effort to capitalise on its 2.5 million customers....

Financial planning

Were Stockbroking is laying the foundations for an apparent expansion into financial planning later this year. Managing director Craig Drummond says it is too premature t...

Financial planning

The question “are banks a threat to your business” (Money Management Adviser Feedback March 18) is essentially asking whether banks will be a viable competitor and steal ...

Financial planning

Financial planners should not fear e-commerce, but use the opportu-nity to concentrate on their core business of advising, according to BT executive vice president Terry ...

Financial planning

Microsoft's assault on financial services distribution has continued with the signing of agreements with some of the biggest players in the US market....

Financial planning

A new intermediary distribution channel appears to be opening up with the announcement by Amway that it is to distribute life insurance through its sales network....

Financial planning

The Association of Financial Advisers (AFA) has axed plans to merge with the Financial Planning Association (FPA), citing irreconcilable differences in membership bases....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 2 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 1 day ago