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FINANCIAL PLANNERS
Funds management
Planners with goals of investing in equities expect them to have similar administration to managed funds, according to the chief executive officer of a leading wealth sol...
Financial planning
MacarthurCook Fund Management wants to boost its retail sales in the next 12 months, managing director Craig Dunstan said....
Financial planning
Australia’s contracts for difference (CFD) market is set to more than triple in the next five years, according to GreenCFD managing director Goran Drapac....
Financial planning
Referrals can be a valuable source of new business for financial planners, but many advisers still don’t know how to use them to their advantage, according to training fi...
Financial planning
The launch of a new support product will allow financial planners to compile reports for clients who are corporate super fund members in an easy and timely manner, irresp...
Financial planning
The Financial Planning Association has called for a transitional period of three years in regard to the introduction of the Federal Government’s Anti-Money Laundering and...
Financial planning
Demand for financial planning skills is at record levels in parts of the east coast of Australia, according to a recently released market report....
Financial planning
Planners better appreciate their potential when exposed to the full suite of enterprise financial planning software, rather than just limited modules, the head of a leadi...
Superannuation
Fiducian Financial Services has implemented a mandatory requirement for all of its planners servicing the self-managed superannuation fund market to complete an approved ...
Financial planning
Australia’s managed funds industry is lost on 60 per cent of one of its target investor groups, the baby boomers, mainly because of a lack of knowledge on the investor’s ...
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...
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...