It’s not every day you come across someone like Simone Vanden-Driesen. As a director of financial planning firm Leishman Financial Services, a certified financial planner...
Head of distribution at Zurich Financial Services Australia, Steve Newnham, will officially step down from the role today, making way for assistant head of sales Janet Sm...
Money Management’s Financial Planner of the Year award is getting bigger and better every year, with increasing numbers of nominations, finalists and, this year, even jud...
The run of success for value managers is about to come to an end with growth management set to stage a comeback according to research house van Eyk....
On the look out for a new job? The good news is that financial planners are in hot demand. But in order to stand out from the crowd and use your time effectively, conside...
A recent survey has shown that while the majority of investors turn to professionals for advice beyond publicly available information they may not be getting what they pa...
The Institute of Chartered Accountants Australia (ICAA) has warned accountants moving into financial planning for the first time should not expect to achieve full profita...
The Commonwealth Bank has enacted a series of changes within the Financial Wisdom dealer group including the waiving of new license fees, expanded recommended list and th...
Not only is Kerr Neilson one of the forefathers of the boutique funds management industry, the head of one of the most innovative boutiques in the industry (which consist...
One of our panellists mused that a degree of Stephen van Eyk’s influence stems from the amount of media exposure he receives – “he’s mentioned every week in every industr...
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....
This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...
Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...
I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...