FINANCIAL PLANNING

Superannuation

Challenger is surfing an annuities wave generated by retiring baby boomers....

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Financial planning

With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...

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Editorial

With forecasts of volatility on the horizon, asset allocation may need to be revisited in 2015, David Bryant writes. ...

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Financial planning

Life/risk advisers concerned at reports FSC submission urges 20 per cent flat commission and five-year responsibility period....

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Accounting

Accountants have marked advice as the key to their sustainability, with practice owners confirming they “need to act” on falling profit margins and sluggish growth. ...

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Accounting

Former AMP executive, Kath Bowler aims to help accountants navigate the complex licensing regime brought about by the FOFA reforms....

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Financial planning

Macquarie Equities Limited has completed the two year term of its enforceable undertaking reducing it adviser numbers in Macquarie Private Wealth by 25 per cent....

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Financial planning

New analysis points to planning firms having no escape from an increasing compliance burden....

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Financial planning

Diversified financial planning and wealth management group Spring FG’s initial public offering (IPO) of shares has been oversubscribed, well ahead of its planned closing ...

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Financial planning

Strong growth in international markets has seen platform provider, GBST’s first half 2014/15 increase by 58 per cent....

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Financial planning

An increasing number of participants in the financial services industry are subject to a "best interests" obligation in relation to their clients. But what exactly does ...

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Editorial

The industry funds are seeking to play the consumer protection card in their defence of the default funds under modern awards regime but the real beneficiaries of the sta...

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Editorial

Former FPA chairman, Matthew Rowe argues that the changing dynamics impacting the financial planning industry makes it inevitable that some organisations will wither and ...

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Financial planning

The FPA has renewed its call for the Government to make up-front advice fees tax deductible and has urged the Budget impact be assessed by the Productivity Commission....

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Financial planning

After this week’s leadership challenge the Federal Government will not waste political capital championing changes to FOFA according to the AFA....

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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