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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 ...
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...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...