FINANCIAL PLANNING

Financial planning

ClearView has reported a solid first half which included its acquisition of Matrix....

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Financial planning

Chartered Accountants Australia and New Zealand are urging the Government to simplify the arrangements around the tax deductibility of advice fees....

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Superannuation

Retirees should be given incentives to cash-in on their homes without being penalised by the Age Pension assets test an expert believes....

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Financial planning

Financial planners should be actively engaging with clients at present to address portfolio return expectations which will need to cover expected long term muted equity a...

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Superannuation

People with ulterior motives are misusing Treasury data to drive their own agendas, according to a Money Management roundtable....

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Financial planning

NAB Wealth counters media reports saying that where problems with its planning arm have been identified it has acted and compensated those affected. ...

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Financial planning

ASIC has released updated guidelines regarding Enforceable Undertakings (EU) stating it would provide further details as to the level of compliance attained by groups iss...

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Financial planning

ASIC deputy chairman, Peter Kell, says the regulator is not yet facing a rush by accountants to be licensed....

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Financial planning

The ABA is backing the Federal Government’s recommendation of co-regulation as a solution to FOFA issues....

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Financial planning

A quarter of the generation Y group prefer going to friends and family for financial advice than professionals. ...

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Financial planning

The Assistant Treasurer has confirmed he will consult all relevant stakeholders in the advice sector before putting into place any recommendations around adviser standard...

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Financial planning

Assistant Treasurer, Josh Frydenberg has outlined the Government’s agenda for planning including the possibility of a national exam and co-regulation....

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Financial planning

PJC chairman, Senator David Fawcett points to evolving model for financial planning....

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Financial planning

Politicians from all sides of politics want planners’ education standard lifted to stop “cowboys and shysters” from providing inappropriate advice....

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Financial planning

Macquarie Group will compensate 80 clients, or around 13 per cent of cases reviewed in its client remediation work, but more may follow....

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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 ...

1 month 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 2 days ago

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

5 days 16 hours ago