FINANCIAL PLANNERS

Financial planning

Financial planner demand remains high with most roles offered by banks and larger institutions....

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Editorial

Sean Graham dissects the arguments made by industry super funds and some financial planners of the commissions-based remuneration of insurance in recent issues of Money M...

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Financial planning

Ray Griffin weighs into the heated debate instigated by risk advisers who want to rebate commissions and start charging fees for insurance....

Financial planning

Questions remain over the ability of financial advisers employed by financial product manufacturers to meet the fiduciary duty requirements proposed as part of the Rudd G...

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Financial planning

Assistant Treasurer Senator Nick Sherry has announced further details about the new national tax agent services regime, including a one-year deferral for financial planne...

Financial planning

As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...

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Financial planning

Financial planners looking to acquire another practice need to make sure the seller is willing to stay on for a period to help with client transition, according to Alan K...

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Financial planning

Delegates at Synchron's annual conference in New Zealand have entered into a spirited debate over the extent of ASIC's powers....

Financial planning

The industry super funds have paid for more research, the findings of which are bad for planners....

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Editorial

The old debate pitting institutions against boutique operators has reared its head once again. ...

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Financial planning

Listed financial services company Superwoman Group has taken a 30 per cent stake in privately owned dealer group My Adviser in addition to announcing intentions to acquir...

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Financial planning

Financial planners are not doing enough to move their clients into level insurance premiums, resulting in higher costs for clients and higher profits for insurance compan...

People & Products

AMP Horizons has appointed Michael Pollack as head of practice, effective from 3 May....

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Financial planning

Financial planners need to stop fighting 'trench warfare' over different models of advice before it drives away consumers, according to the managing director of Snowball,...

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Financial planning

Voting for this year’s BDM of the Year closes tomorrow - 9 April, 2010....

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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 1 week 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 1 day 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 6 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 6 days ago