FINANCIAL PLANNING

Financial planning

New Countplus subsidiary, Advice389, has announced it has signed its first partnership agreement with Newcastle-based advice firm, Hunter Financial....

Financial planning

Regardless of how much money people have they are more optimistic about their financial future if they consult a financial planner, the FPA claims....

Financial planning

Former head of financial planning at ipac and Genesys, Matthew Fogarty, is the new GM of Garvan and MLC Financial Planning....

Financial planning

AMP has combined the leadership of ipac and Charter and internally appointed Tim Mitchell-Adams to head the firms....

Financial planning

Australia’s new generation of planners are more likely to hold a BA in Finance, Economics or Accounting than their predecessors....

Financial planning

Financial planners in the ACT feel the least valued by their employers of all Australian planners, the Money Management Salary Survey reveals. ...

People & Products

A new Life underwriter has entered the fray in Australia - Pacific Life Re (Australia) Pty Ltd....

Life/Risk

The hard-line claims handling practices of insurers are doing more damage to the viability of group insurance than the involvement of lawyers, according to a leading plai...

Funds management

Challenger posts solid full-year result, including stellar rise in FUM as its annuities products resonate in the evolving post-retirement market....

Funds management

ANZ has reported a solid increase in unaudited net profit in the third quarter amid tougher conditions....

Life/Risk

Financal Planning Association chief executive, Mark Rantall, says nobody should underestimate how much assistance some advisers will need adjusting to the post-Trowbridge...

Financial planning

Despite female financial planners earning less than their male counterparts, non-aligned female planners are reaching the highest pay bracket, according to a survey....

Financial planning

Despite perceptions that financial planners are Lexus-driving money-makers, a large proportion of the industry take home relatively modest pay-packets, the Money Manageme...

Editorial

The idea of a last resort compensation scheme is again being canvassed in Canberra but it is something that should not occur in isolation to fixing the PI insurance regim...

Financial planning

Fortnum Financial Group is set to merge with netwealth’s subsidiary, Financial Planning Services Australia....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago