Long-serving Promina Group chief financial officer Harold Bentley is to retire, and will be replaced by the chief executive of Promina’s subsidiary, Vero Australia, Dunca...
The superannuation industry is embracing financial planning as an integral offering for members, but has strongly rejected a commission-based fee model....
Key elements of the financial services industry, including IFSA, have been negotiating with the Australian Consumers’ Association in a bid to develop a mutually acceptabl...
Challenger Financial Services has extended the range of managers within its Custom Choice Boutique Australian Share Portfolio....
How to value a financial planning practice? Read this article to get better insight into the financial planning business valuation process in Australia....
In the financial planning industry, the road to setting up your own practice is full of pot holes. BEN ABBOTT asked John Kiley how he survived his first year....
So you have a million dollars to invest. Let’s start by making some general assumptions; you own the property you live in, have no outstanding debts, you’re under 50-year...
Peter Kell is the face of the wave of consumerism that has washed over the financial planning industry...
Web Abstract long compulsory...
What do you get when you cross the founder of the Asia-Pacific branch of one of the most successful fund managers in the Australian wholesale investment industry, a profe...
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...