FINANCIAL PLANNING

People & Products

Financial advisory firm, Wilsons, has appointed two senior advisers to its private wealth business....

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Financial planning

The Association of Financial Advisers has accused Royal Commissioner, Kenneth Hayne, of a failure to acknowledge the value of advice and a failure to understand the confl...

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Financial planning

Elder financial abuse, violent relationships, and unexpected long-term illness are all issues that the Australian Banking Association hopes to address in its new vulnerab...

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People & Products

AMP has announced a series of fee cuts to MyNorth for new and existing superannuation, pension and investment clients as it seeks to improve its client outcomes....

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Policy & Regulation

A former Australian Financial Services authorised representative has been jailed for 10 years for using clients’ funds “as he pleased”....

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Financial planning

Mental ill-health costs the Australian economy $70 billion each year, and a portion of this is through losing employees and productivity from workplaces, including those ...

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Tools & guides

Minh Ly breaks down the new means testing rules for lifetime income streams, which have now been legislated by Parliament....

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Financial planning

The Financial Planning Association has signalled that at least one education provider it plans to be in bed with for the rollout of the FASEA reforms is the privately-run...

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Financial planning

AMP Limited has yet to determine how it intends on handling its remediation obligations with respect to advisers who have left the company....

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Superannuation

Accessing superannuation and understanding the conditions for release was forefront of many advisers’ mind last month, proving a hot topic for superannuation advice....

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Financial planning

Banks are on track to meet their 2020 deadline to overhaul staff pay, a new report by former public service Commissioner, Stephen Sedgwick, has said. ...

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Financial planning

A senior dealer group chief executive has lambasted the Royal Commission’s call for a compensation scheme of last resort, arguing it is treating the symptoms not the caus...

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Financial planning

CBA has expressed its total support for the Banking Royal Commission’s final recommendations and signalled how it is already acting on many of them as it seeks to rebuild...

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Features

In a sea of reform recommendations for the banking and financial services sector, a looming election may see politicians skim across the surface on matters that deserve a...

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Financial planning

The Financial Planning Association has launched an online education portal designed to help financial advisers navigate FASEA’s higher education requirements. ...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 2 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 17 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

21 hours 13 minutes ago