FINANCIAL PLANNERS

Financial planning

Financial adviser interest in the margin lending market has skyrocketed, with seven out of 10 advisers increasing their use of gearing with clients in the past 12 months,...

Financial planning

Bluestone Equity Release is to offer financial services professionals a Sequal (Senior Australians Equity Release Association of Lenders) accredited training course addre...

Financial planning

The so-called ‘superannuation funds bank’, Members Equity, has issued a statement warning consumers against being sold into reverse mortgages by financial planners....

Financial planning

ING has introduced a toolkit to help financial planners ensure clients maximise benefits stemming from the changes to the superannuation framework before July 1, this yea...

Financial planning

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Financial planning

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Financial planning

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Financial planning

The Investment and Financial Services Association has broadly welcomed a proposal by the Parliamentary Secretary to the Federal Treasurer, Chris Pearce, to introduce a $1...

Financial planning

Neil Kendall, Brisbane-based financial planner and fee-for-service advocate, has taken out the top prize in the 2006 Money Management/Advance Financial Planner of the Yea...

Financial planning

Financial planners’ performance has improved over the past two to three years, according to 28 per cent of Australians surveyed in the fifth annual Confidence in Corporat...

Life/Risk

In a bid to improve the time required and complexity of creating insurance and annuity quotes, CommInsure has launched an on-line, streamlined quoting system for financia...

Financial planning

Voting by financial planners for the BDM of the Year 2007 awards is now open....

Financial planning

In an effort to assist financial planners to implement client strategies that can take advantage of the changes to superannuation contained in the 2006 Federal Budget, AX...

Editorial

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Financial planning

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week 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. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago