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FINANCIAL ADVISERS
Financial planning
Melbourne-based financial advisory firm Swanton & Davidson have broadened their reach on the eastern seaboard of Australia, with the opening of its first office located i...
Financial planning
New research has revealed that nearly half the Australian public believes socially responsible investments deliver lower returns than mainstream funds, despite the majori...
Financial planning
Young people are not going to advisers, as they do not see what they offer as relevant, said Barefoot Investor founder Scott Pape....
Financial planning
A new board of directors was elected to the Association of Financial Advisers (AFA) last week during its 60th Annual Conference in Sydney....
Financial planning
A business sustainability expert has warned the industry to change its employment practices in order to attract more people into the profession....
People & Products
The Association of Financial Advisers has appointed Dennis Bateman as its new president following the retirement of Michael Murphy from the role....
Financial planning
Matrix Planning Solutions authorised representative Jason Danjoux is the 2006 Association of Financial Advisers’ Rising Star of the Year....
Financial planning
The Australian Council of Trade Unions has used its submission to the Parliamentary Inquiry into structure and operation of the superannuation industry to argue that whil...
Financial planning
A national survey of over 500 financial advisers conducted at a recent life risk roadshow by Zurich Financial Services Australia has found the reason behind the underinsu...
Financial planning
The Financial Planning Association has amended the level of experience it requires from its Certified Financial Planner candidates to better reflect that of a typical car...
Financial planning
Asteron has expanded the number of options available for financial advisers using its Wealthstar platform....
Financial planning
Commonwealth Financial Planning has implemented an internal staff development program that offers Commonwealth Bank employees a career path that will see them become fina...
Superannuation
ING and self-managed super fund service provider Super Concepts have introduced a new instrument called One2super to help financial advisers provide better services to th...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...