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FINANCIAL PLANNERS

Financial planning

Independent Queensland based Legalsure Investments are pursuing an active recruitment drive and looking to strengthen its national presence....

Financial planning

For almost every piece of the financial planning puzzle there is an Internet company in the US committed to finding the solution....

Financial planning

Whispers within the financial services industry seem to suggest that financial planners have something to fear as the financial year ends. However, Kate Kachor discovers ...

Financial planning

In my last article I discussed the role of the financial planner and how the Financial Services Reform Bill (FSRB) does not equate advice with financial planning....

Financial planning

Financial planners face a paradox with gearing as using it to boost a client’s overall returns increases risk....

Financial planning

Financial planner regulation is firmly on the agenda in New Zealand after the president of the Financial Planners and Insurance Advisers Association (FPIA), Paul O'Brien,...

Financial planning

Critical mass and a penchant for specialisation has propelled Trinity Financial Services forward as this North Queensland practice sets its sights on the road ahead. Nico...

Financial planning

The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....

Editorial

At initial meetings, most financial planners at least imply they will provide ongoing service to their clients. Rob Keavney reckons there is a large body of planners that...

Funds management

Since the earliest days of the financial planning industry, fund managers have treated financial planners to all manners of luxury. ...

Financial planning

The explosion of ethical funds has come at a time of increasing interest and the search for new sectors in which to invest. Mark Watmore examines the growth of this marke...

Financial planning

The Commonwealth Bank will wrap up the integration of the Colonial State Bank planners in two weeks, combining the two planning forces into one with a total planning forc...

Financial planning

The Australian Stock Exchange (ASX) has recognised financial planner’s increased interest in direct investments and is stepping in to assist with improving knowledge....

Financial planning

Financial Planning Association (FPA) chairman John Hewison has blasted the Federal Government and the Australian Tax Office (ATO) over their stance on alienation of perso...

Financial planning

William M Mercer has badged the Asgard master trust for use by its 50 financial planners....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 days 13 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 4 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

6 days 9 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 6 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

2 weeks 5 days ago