FINANCIAL PLANNING

Financial planning

Life/risk advisers are bracing themselves for ASIC to issue a tough analysis of churn and lapse rates....

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Financial planning

A register of financial advisers with their qualifications and experience will not be enough to determine whether they are trustworthy financial planners or not, accordin...

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People & Products

Anne Fuchs has moved to the newly-created role of Chief Commercial Officer within the AFA....

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Financial planning

Brisbane-based planning chief executive argues institutionally-aligned advisers need to question their roles....

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Financial planning

High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....

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Financial planning

A former Clinton Administration adviser will be part of the independent expert panel reviewing Commonwealth Bank’s Open Advice Review program....

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Financial planning

Clients of financial planners are not interested in volatility or risk but the level of loss they may face from the advice they receive....

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Financial planning

Issues arising from vertical integration are not to blame for waning trust in financial advisers, with the erosion of professional values a more likely culprit, a Deloitt...

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Editorial

Given a decade of generally bad publicity for the financial planning sector, it is a wonder that planner numbers have not seriously declined....

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Financial planning

Centrepoint Alliance has set up an third financial planning group to operate alongside PIS and AAP launching the group at the start of the current financial year....

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Financial planning

TFS rewards Countplus with a further planning network growth and the taking of strategic stakes in member practices....

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Financial planning

Australian Unity planning chief executive points to adviser backlash against vertical integration....

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Policy & Regulation

New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....

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Financial planning

Professional services firm ILH Group grateful for performance of its wealth management acquistion....

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Financial planning

Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....

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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 ago