FINANCIAL ADVISER

Financial planning

The Federal Court has found a former AMP financial adviser breached the law while providing superannuation switching advice....

Financial planning

A Brisbane financial adviser has been banned from providing financial services for engaging in dishonest, misleading, and deceptive conduct....

Financial planning

In a solid endorsement of the financial planning profession, the Institute of Actuaries of Australia has expressed its opinion that consumers are best served by consultin...

Financial planning

Nucleus Financial Group has chosen Asia Pacific’s Bravura Solutions to provide the UK market with the technology for a new wrap....

Editorial

Information is power and in today’s complex and sophisticated business world our regulators are more often turning to the legislative search and access powers to collect ...

Financial planning

Griffin Financial Services director, Ray Griffin, says he has eschewed annuities since the 90s when rates became less favourable. He prefers to go direct to market to cre...

Financial planning

Macquarie’s financial educational and information service arm, Macquarie Digital, has made its service more accessible to the broader community with the launch of its own...

Financial planning

Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...

Financial planning

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Funds management

The 2006 Money Management Rating the Raters survey asked for feedback from fund managers about their experiences and dealings with the seven of the main researchers in th...

Financial planning

Financial planners who want to attract and retain Australia’s most affluent clients will have to develop their expertise in giving charitable advice, a new study has foun...

Financial planning

Katherine Cramsie has been named the winner of this year’s Paraplanner of the Year Award, following her win as state finalist for New South Wales....

Financial planning

Mariner Financial has moved to boost sales of its equity release product by entering a strategic deal with three dealer groups to offer the products to clients, and launc...

Financial planning

Ian Thorpe is the fastest 200m and 400m free-styler on earth, yet he relies on a coach to help him make world records. Like Thorpie, we may be a specialist in a particula...

Financial planning

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

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

2 months 3 weeks ago

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

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

5 days 18 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 3 days ago
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