financial advice
31 results tagged financial advice:
AMP to pay $29m to settle class action
AMP will pay $29 million to settle a class action alleging advisers breached duties by selling overpriced insurance to 100,000 Australians.
New rules could make it easier to get financial advice
Confused about financial advice? A new system could make it easier to find out what level of support you actually need - help, guidance or advice.
Ask Paul: Why is financial planning so expensive?
Should financial planning be free? Edwin thinks so. "It's certainly out of reach for ordinary people," he tells Paul Clitheroe.
More than numbers: Why money is so emotional
Do your spending habits reflect your values, or your impulses? Psychology shapes your financial decisions more than you think.
How to break up with your finance professional
Break-ups are never easy. But if things aren't working out with your financial planner or accountant, you don't have to stick around.
‘No longer the only woman in the room’
When I completed the CFA program in 2001, I was told there were only two women in the Melbourne chapter before that year. When I went to my first investment briefing lunch in a fund manager boardroom, I was the only woman of around 30 attendees.
Is it worth paying a financial planner?
Aren't financial planners just for wealthy people? That's a myth, says David Sharpe, a certified financial planner and chair of the Financial Advice Association Australia.
Should you buy, hold or sell Fiducian shares?
As a small firm, Fiducian may represent an opportunity for retail investors where institutional investors fear to tread.
Are Australians really better off with financial advice?
Working with financial advisers can drastically improve your quality of life, new research shows. But if that's the case, why is hardly anyone using them?
How to rebuild wealth after a substantial loss
Financial loss is not an uncommon experience, so if the worst happens how can you bounce back? Here are six steps to recovery.
