"FINANCIAL PLANNING"

Financial planning

Westpac posts solid result with platforms performing well but with advice fees lagging....

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People & Products

Adelaide-based SMSF firm Excelsuper appoints first franchise owner as part of expansion move....

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Financial planning

Peter Daly's Beacon Group has further grown its footprint in the financial advice space with the announcement today of a merger with Risk and Investment Advisers Australi...

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Tools & guides

Matthew Rowe writes that, broken down to its essence, the problems confronting the life/risk sector are about leadership, not professional advice....

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Editorial

The Senate Economics References Committee focus on financial advice is proving to be more about stage craft than pursuing substantial change....

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Life/Risk

Risk advisers and their licensees should not be reluctant to hold insurers to account via APLs....

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Financial planning

The Association of Financial Advisers says its OK for licensees to take a self-directed approach ahead of the mandating of any standards out of the Trowbridge recommendat...

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Financial planning

The Financial Services Council has warned against granting ASIC product intervention powers as a bridge too far....

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People & Products

Countplus announces Pierre Kraft as CEO of new business - Advice389....

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Financial planning

ASIC signals clamp down on multiple instances of planning firms charging for advice that was never provided....

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People & Products

Labor’s Bernie Ripoll has declared he will not contest his Queensland seat at the next Federal Election....

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Superannuation

ASIC has confirmed to a Parliamentary Committee it has been ‘working’ with real estate agents found to be giving property-related SMSF advice....

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People & Products

Money Management will host an event on 21 May which canvasses key asset allocation questions in the context of Federal Budget outcomes....

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Superannuation

Even those accountants with a heavy focus on self-managed superannuation funds are exhibiting little urgency where the new limited licensing regime is concerned....

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Superannuation

Most accountants and financial advisers would be prepared to establish a self-managed superannuation fund (SMSF) with as little as $100,000 to $200,000, according to a su...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 3 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

3 weeks 4 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

3 weeks 4 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 3 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago