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FINANCIAL PLANNERS
Superannuation
The desire to spend now, repay later, has never been stronger in the Australian psyche. Credit card balances have never been higher and other forms of credit are at equal...
Financial planning
Following the successful capital raising for Ray White Invest first retail property unit trust, the fund management division of the Ray White estate agency business inten...
Financial planning
Creditors who lost money from failed investments attributed to Westpoint are preparing to launch a class action against the financial planners who helped sell them the pr...
Financial planning
Canberra has criticised ASIC for negative comments one of its senior executives made about financial planners at a public function....
Financial planning
The new merged entity between Australian Wealth Management and Select Managed Funds, collectively with its “affiliates”, will have close to 10 per cent of all the financi...
Financial planning
In recent times, we have seen a welcome emphasis on improving the understanding of what financial planners actually do. The Financial Planning Association’s Value of Advi...
People & Products
Credit Suisse Asset Management’s head of retail distribution Chris Larsen has left his role to take up the same position at Deutsche Asset Management....
Financial planning
Peter Kell is the face of the wave of consumerism that has washed over the financial planning industry...
Financial planning
Specialist trading firm Tricom Equities had struck a deal with Australia’s most talked about fund manager, MIR Investment Management, to provide it with model portfolios ...
Financial planning
New rules that could dramatically cut the paperwork burden for financial planers are a step closer after the Federal Government released regulations that aim to shorten t...
Financial planning
Industry Funds Services chair Garry Weaven has called on the Australian Consumer Association to extend its proposed investigation into trail commission to superannuation....
Financial planning
The financial services industry has deep conflicts of interest and structural problems that fund managers and financial planners must seek collective solutions to accordi...
Financial planning
First there was Virgin, now another low fee, low cost competitor has announced itself to the superannuation market by taking a swipe at the fees paid to financial planner...
Financial planning
First time contenders Paul Gerrard and Bruce Beakey have won a seat on the FPA’s board, outpolling incumbents Andrew Heaven and Dominic Alafaci, who failed in their bid f...
Financial planning
A new boutique fund manager set up by three former Challenger Financial Services senior executives has seen its first property syndicate successfully filled....
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MARKET INSIGHTS
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...