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FINANCIAL PLANNERS
Financial planning
Consumer complaints against financial planners have fallen dramatically, prompting claims that measures taken to clean up the profession were starting to take hold....
Financial planning
Professional indemnity insurance premiums for financial planners decreased by around 12.5 per cent in 2004 and are set to remain reasonably stable despite the impending i...
Financial planning
The margin lending market has grown to record highs on the back of buoyant equity market returns, new figures show....
Financial planning
A planned crackdown of advisers in the lead up to super choice has been put into question by new survey findings, which show the majority of clients are satisfied with th...
Financial planning
Australians own more shares directly than anyone else in the world but are as likely to get stock tips from a newspaper as from a financial planner, according to a study ...
Superannuation
Two former Super Concepts directors have launched a self-managed superannuation fund education business in Melbourne....
Financial planning
Almost a year since the introduction of the Financial Services Reform, the majority of financial advisers still believe that sorting out practice management issues will b...
Financial planning
Fidelity Investments has bulked up its ranks in order to spearhead its drive into the retail distribution market, after suffering the loss of investment mandates worth al...
Financial planning
Working women stand to be particularly disadvantaged by the implementation of the new choice of fund regime, with many potentially unaware that advisers receive commissio...
Financial planning
Four out of every five people who consult a financial planner are satisfied with the advice they receive and most people who avoid seeing a financial planner do so becaus...
Financial planning
Financial planners providing tax advice have come under the spotlight of the Australian Securities and Investments Commission who released new guidance today to ensure pr...
Financial planning
Product news from Navigator, Discount Managed Funds and MLC Advice Solutions....
Financial planning
All eyes and ears will be on Kathryn Greiner as she takes over the chairmanship of the FPA at the association’s annual convention. But as REBECCA EVANS reports, she’s rea...
Financial planning
ROSS KELLY reports on why chasing past fund returns is a backward strategy....
Financial planning
The Australian Securities and Investment Commission has worked looming conflict of interest legislation into its licensing regime by updating two of its licensing guides....
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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?...