FINANCIAL PLANNING

Financial planning

Actuaries claim many Austrlaian retirees are living too frugally and barriers impeding appropriate retirement products have to be removed....

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Financial planning

The ASIC adviser register is intended to be up and running on 31 March....

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Financial planning

A doctor-style fee-for-service model for all advice, including life insurance, would create unsustainability in the financial planning sector and prevent specialisation, ...

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Financial planning

Advice identified as critical element in the successful development of guaranteed products....

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Financial planning

A former NAB executive will launch an online entry level advisory service aimed at consumers who do not require comprehensive advice or fall outside typical the client ty...

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Financial planning

With Baby Boomers closing in on retirement, the financial advice industry needs to shift its focus from accumulation to draw down, according to Lonsec Research....

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Financial planning

Concerned that the Trowbridge report reflects their working reality, life/risk advisers dominate 130 submissions to the Life Insurance and Advice Working Group....

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Financial planning

Accountant, Mervyn Ross Tarrant, has failed to have a seven-year ban from providing financial services overturned by the Federal Court of Australia....

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Financial planning

Valuations of financial planning practices are set to stay steady over the next 12 to 24 months provided the banks maintain their current lending practices, a business br...

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Financial planning

Global independent advice giant deVere Group has continued its push into the Australian market, launching its first Sydney advisory....

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Financial planning

Non-aligned dealer group Capstone has teamed up with peak accountancy body the IPA as the deadline approaches for the removal of the accountants’ exemption next year....

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Financial planning

Beyond what they see in media headlines, many consumers have no idea what a financial planner does, a wealth management veteran believes. ...

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People & Products

Financial planning firm, Anne Street Partners (ASP), has appointed former St George Financial Planning executive, Jason Dunn, to the role of head of strategy and advice w...

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Accounting

Financial planners are buying up accounting practices as a cheap source of new clients, according to financial services mergers and acquisitions specialists Radar Results...

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News

Trying to service retired members predicted to placed increased pressure on superannuation fund cost structures....

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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 14 hours ago