"FINANCIAL PLANNING"

Accounting

ASIC has sent a harsh message to accountants who chose to play outside the transitional rules in giving SMSF-related advice....

image
Superannuation

Both the FPA and the AFA acknowledge that the only certainty is another period of uncertainty following the Federal Election....

image
Financial planning

The FPA has detailed the key policy differences between the major and minor political parties and the choices for financial planners are stark....

image
Superannuation

Both the FSC and the industry funds have backed ASIC’s remaking of a class order underpinning the provision of general advice within banks and super funds....

image
Financial planning

ASIC rules that rating financial products constitutes providing financial product advice....

image
Financial planning

Industry super fund, Cbus, has launched an in-house financial advice service model and will expand its over-the-phone advice offering later this year....

image
Funds management

IOOF confirms the completion of the client transition process to its IOOF Pursuit platform....

image
Financial planning

Risk-focused group, Synchron, has appointed a former UBS Wealth senior employee as its new compliance manager....

image
Funds management

The retirement incomes shortfall being encountered by baby boomers means it’s time to give planners more options with respect to reverse mortgage products, according to c...

image
Superannuation

The Productivity Commission has been told that super funds see the provision of advice as a key service to members, but view intra-fund and scaled advice as most cost-eff...

image
Financial planning

New study confirms insurance claimants who sought help from financial advisers were likely to be more satisfied with insurance companies. ...

image
Superannuation

Recent changes to aged care arrangements have created just as many headaches as the proposed Budget changes to super....

image
Funds management

A new global survey has revealed that those who use financial advisers give them a high level of trust....

image
Funds management

ClearView has announced a capital raising amid discussion around the exit of its major shareholder....

image
Financial planning

A group established by life/risk advisers is demanding answers around why product manufacturers have not be sanctioned when problems occur....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

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

3 weeks 6 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 ...

4 weeks ago
gonski

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

4 weeks 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 6 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 6 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks ago