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Financial planning
The FAAA has warned advisers to be alert if their clients are in an underperforming super fund as this month’s APRA performance test is increased to certain trustee-direc...
Financial planning
Tackling issues around inappropriate scoping of advice, the Financial Services and Credit Panel has announced its first ‘written reprimand’. ...
Financial planning
The victims of an alleged Ponzi scheme run by Sydney conwoman, Melissa Caddick, have received their first payout with further payouts expected....
Financial planning
AMP has reported half-year results for its advice division as it updates on the next action in the BOLR class action case....
Financial planning
New research from Findex has revealed that Millennials have the most to gain from ongoing financial advice and could be $664,000 ahead in net assets at 65 than their non-...
Financial planning
Noting that some QAR recommendations make it “less legally onerous” for banks to provide advice, the industry association said it suspects a lingering interest from these...
Financial planning
With retirement being one of the most stressful times in a person’s life, research from the Australian Retirement Trust reveals four key drivers to building trust between...
Financial planning
Advisers may not be required to provide lengthy SOAs to clients in the future but financial plans must still be prioritised, says this fintech executive. ...
Financial planning
With Australia’s ageing population increasingly at risk of financial abuse, a law firm has shared tips for advisers to look out for in protecting their clients’ finances....
Financial planning
Reflecting on GFM Wealth Advisory’s gold anniversary this year, managing partner Paul Nicol shares his insights on what it takes to be a trusted business serving clients ...
Financial planning
MLC Life Insurance believes life insurers should be able to provide advice under the Quality of Advice Review in the same way as superannuation funds....
Financial planning
ASIC has revealed the number of its enforcement outcomes which related to financial advice misconduct in the first half of 2023. ...
Financial planning
A partner at an insurance firm has shared his thoughts on the outlook for PI insurance as APRA reveals advisers’ premium have risen more than 40 per cent since 2015....
Financial planning
AZ NGA has made its latest acquisition with a stake in Sydney-based financial advice firm Foster Raffan iPlan....
Financial planning
Industry experts have shared a snapshot of what an AI-enabled advice industry could look like in the coming years when it comes to productivity, investments and the platf...
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...