FINANCIAL PLANNING

Financial planning

A third of all advisers expect more clients in the 75+ age cohort and are adapting their businesses to suit their needs. ...

image
Financial planning

Former Bridges founder, Don Sharp, has backed a new planning play via the publicly-listed Managed Accounts Holdings Limited....

image
Financial planning

Financial stability is only half the problem solved when it comes to retirement and lifestyle issues need to be taken into account by the super fund industry and financia...

image
Financial planning

The FSC has backed the need to restrict the use of the term ‘financial planner/adviser’ to those with the necessary education and competency to provide personal tier 1 ad...

image
Financial planning

The ANZ admitted its Prime Access advice failings before they were detected. ...

image
Financial planning

Investors are refocusing their attention on growth opportunities over income, according to a report, that also finds that managed funds are making a comeback....

image
Financial planning

The FPA is concerned that professional associations listed on ASIC’s Financial Advisers Register may not be relevant to advice and confuse consumers....

image
Life/Risk

Former FPA chairman, Matthew Rowe says the insurers know the identity of the churners and it should be left to the market to decide remuneration....

image
Life/Risk

The AFA has claimed the Trowbridge terms of reference to deliver a unified solution were not delivered....

image
Life/Risk

A survey has revealed the depth of feeling around the final Trowbridge recommendations and the need to lift the Initial Adviser Payment....

image
Financial planning

ISA claims major banks are irreconcilably conflicted and act against consumers with latest no-advice charges the smoking gun for their poor behaviour....

image
Life/Risk

New research points to unsustainability of disability insurance market in Australia....

image
Life/Risk

Life insurance sector has weeks, not months to deal with Trowbridge, according to Assistant Treasurer, Josh Frydenberg....

image
Life/Risk

Tell us what you think about the Trowbridge Report by completing the following short survey....

image
Life/Risk

Copies of the FSC’s Trowbridge submission are being circulated by advisers as they continue to worry about the final recommendations....

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 ...

1 month 1 week 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 ...

1 month 1 week ago
gonski

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

1 month 1 week 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....

3 weeks 2 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

3 weeks 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

5 days 22 hours ago