FINANCIAL PLANNERS

Financial planning

FIIG Securities has launched a new product that it claims will make it easier for planners to manage their clients' term deposits....

Financial planning

Several financial planners have called for due process to be instituted to give advisers the ability to appeal against a determination brought against them by the Financi...

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Financial planning

Welcome to the Money Management Education series. ...

People & Products

Tyndall Investments has recruited Aaron Russell as its new national key account manager, following the recent promotion of Andrew Julius to head of retail....

Financial planning

Most financial planners typically expect Australian shares to return around 10 per cent excluding dividends over the course of 2011, according to research by Investment T...

Superannuation

The growing market for retirement community homes presents a great opportunity for financial planners to serve as independent coaches in a complex area riddled with traps...

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Financial planning

Janine Mace outlines what financial advisers should be doing to ensure their businesses are adequately prepared for the end of the financial year....

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Financial planning

Lonsdale wants to help its planners articulate the real meaning of the value of advice....

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Editorial

Hedge funds have been the target of some tough criticism in recent times. Benjamin Levy examines what is being done to restore confidence in the sector. ...

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Financial planning

The advertising campaign proposed by the Financial Planning Association (FPA) will cost up to $15 million over five years....

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Financial planning

The Financial Planning Association (FPA) has invited three delegates from a newly formed group of financial planning academics to be part of its Education Council. The de...

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Editorial

Mike Taylor writes that the recent Industry Super Network-commissioned surveys about opt-in only serve to distract attention from the reality of the changes: they will in...

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Financial planning

Three new categories have been added to this year’s Money Management Fund Manager of the Year Awards, with the inclusion of Best Advertising Campaign of the Year, M...

Financial planning

Treasury officials acknowledge cost to planning practices of opt-in....

Financial planning

Sentiment among Australian financial advisers appears to be recovering from the initial negativity generated by the Government’s announcement of the Future of Finan...

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

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

3 months ago

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

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 5 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 5 days ago