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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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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...