Tags » Financial Planners

Auto-Loan Delinquencies

Last week we talked about credit-card/consumer debt, and how those debt figures seem to be trending higher year after year (click here to read that post). 584 more words


Your Next is Greater Than Your Now

Financial planners seek to guide individuals toward fulfilling their dreams in life.  Depending upon how soon families begin to set aside funds for retirement, this process requirements discipline, focus and numerous sacrifices.  398 more words


The Importance of Talking Money

Money is an important topic in relationships, no matter if your Jeff Bezos (CEO of Amazon and richest person in the world), or someone barely able to scrape enough dollars together for their next meal. 991 more words


24 May 2018 (AFR) - Mass financial adviser exodus puts $900 billion in play

(24 May 2018, AFR, p17, by Alice Uribe)

‘A mass exodus of financial planners over the next five years will put $900 billion of client wealth in play as the reality of tougher educational standards and the fallout from damning royal commission revelations set in. 58 more words

1.Market Observations

28 Apr 2018 (AFR) - The untouchables: How the dodgy financial planners kept their jobs

(28 April 2018, AFR, p16, by Joanna Mather)

‘Charging dead people fees, impersonating clients, falsifying signatures. It’s all apparently in a day’s work for unscrupulous members of the $4.6 billion financial planning industry. 96 more words

2.financial Advice

26 Apr 2018 (AFR) - Bad planners simply 'go down the road to another association' - FPA powerless to discipline planners

(26 April 2018, AFR, p1, by Joanna Mather, Alice Uribe)

‘Incompetent or crooked financial planners can walk away from the industry’s professional associations, without any penalty, to avoid sanctions and punishment for giving poor advice to clients. 75 more words

2.financial Advice

24 Apr 2018 (AFR) - ANZ's wealth sale driven by compliance breaches

(24 April 2018, AFR, p6, by James Frost)

‘ANZ’s decision to get out of the wealth business was driven by widespread compliance failures by its financial planners that the bank had identified as high risk as far back as 2013, the… 63 more words

2.financial Advice