FINANCIAL PLANNING

Financial planning

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

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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....

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Financial planning

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

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Financial planning

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

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Financial planning

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

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Financial planning

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

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People & Products

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

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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...

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Funds management

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

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Funds management

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

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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...

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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....

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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...

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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...

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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?...

2 months 3 weeks 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 ago

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

2 weeks 4 days 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 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago