FINANCIAL PLANNER

Financial planning

All forms of agribusiness managed investment schemes (MIS) should be shut down and all government support for the schemes removed to avoid further losses from the public ...

Financial planning

A former Commonwealth Bank financial planner will have her compensation claim for an injury sustained at a motel following a team meeting reassessed following an appeal....

Superannuation

An SMSF trustee has been ordered to pay fines and legal costs of $37,500, after taking advice from a financial planner before providing unauthorised loans to his brother-...

Financial planning

Consumers should equip themselves with basic financial literacy and knowledge before they walk into a financial planner’s office, general manager of an online financial e...

Policy & Regulation

A Perth based financial planner has begun a campaign to seek an apology from independent senator Jackie Lambie after she labelled financial advisers as ‘unscrupulous’....

Awards

Some of the industry’s most courageous and inspiring women were celebrated at Money Management and Super Review’s second annual Women in Financial Services Awards. ...

Financial planning

The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...

Awards

The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...

Financial planning

Financial Planner of the Year...

Awards

Lisa Barber has been named Money Management and Super Review’s financial planner of the year....

Financial planning

Australians are avoiding financial advice because of confusion about what a planner actually does, according to a report. ...

Financial planning

FPA chairman, Matthew Rowe, has queried the dearth of practicing planners on FSC/AFA insurance working group....

Superannuation

Uncontrollable factors are derailing the best laid retirement plans of many Australians, with the average retiree outliving their superannuation savings by five years, ne...

Financial planning

Financial planners who act as gatekeepers for clients are working towards their retirement date having missed the next growth area of financial advice....

Financial planning

Property giant Ray White has moved to distance itself from family-owned Wealth Market, stressing it will have no directional affiliation with the soon-to-be-launched vent...

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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’...

1 month 1 week ago

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

2 months ago

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

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 2 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 4 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 1 day ago
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