Labor’s super tax reform ‘moves the goalposts’ again

taxation Superannuation super cap

The Albanese government has moved to raise the concessional tax rate for superannuation balances exceedi

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Wealth perceptions evolving beyond ‘great Australian dream’: AMP

amp Financial planning wealth management

Homeownership is no longer the predominant metric of wealth in Australia, according to new research from financial services giant AMP.

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‘Hard work starts now’: FPA/AFA merger to move forward

merger FPA AFA Financial planning

With over 95% of both FPA and AFA votes in favour, the proposed merger of the entities into the Financial Advice Association of Australia (FAA) has been confirmed.

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New practice profile: Unite Wealth

new practice profile financial advice charity

Creating a charitable arm to your firm expands the ways you can support everyday Australians, shares this adviser.

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Is China an ESG champion?

ESG China macro economics

The “green superpower” has benefited from a surge in demand from ESG investors, despite continued concerns over the country’s social and governance practices.

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Former AMP advice MD joins Pengana distribution team

Pengana AMP advice distribution

Fraser Herd, former managing director of employed advice at AMP, has been appointed distribution manager at Pengana for the NSW region.

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Wealth segment bolsters CountPlus’ strong performance in 1H23

financial advice Countplus ASX

CountPlus has noted an 8% rise in reported revenue along with welcoming 31 net new advisers in the first

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APRA locks in rate buffer amid stability risks

regulation Policy & Regulation interest rates markets

The prudential regulator has opted to maintain its macroprudential settings, citing a “high degree of uncertainty” in the economic outlook.

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ETFs record ‘tepid’ growth in 2022: Morningstar

morningstar ETFs retail investors vanguard

Despite exchange traded funds’ (ETFs) increasing popularity amongst retail investors, assets witnessed slower growth compared to 2021, growing 4.9% in 2022.

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Westpac joins peers in revising cash rate outlook

westpac interest rates RBA inflation

The major bank has revised its monetary policy expectations off the back of the Reserve Bank's hawkish rhetoric.

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 1 week ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

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Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 week 4 days ago