FINANCIAL PLANNING

Financial planning

Former dealer group chief executive, Paul Harding-Davis has questioned whether it is possible to separate product from advice when the underlying legislation actually tie...

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Financial planning

The Superannuation Complaints Tribunal has held that a superannuation fund member has remained responsible for the lapse in his insurance cover even when the forms were f...

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Financial planning

Women stand to gain more from investing in the stock market than men, yet doubts about their wealth, financial knowledge, and risk are stopping them from taking the plung...

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Financial planning

The Financial Planning Association chief executive, Dante De Gori has warned that there will be a high price to be paid by the industry if the recommendations of the Roya...

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Financial planning

Association of Financial Advisers executive, Phil Anderson has pointed to flaws in the final report of the Royal Commission and suggested it was confused on the issue of ...

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Financial planning

The Association of Independently Owned Financial Professionals has hired a QC with the intent of arguing before the High Court that proposals to ban grandfathered revenue...

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Financial planning

HUB24 has launched a managed portfolios education centre for financial advisers, which also provides them with client-facing tools to support advisers in educating their ...

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Financial planning

Platform provider HUB24 has pointed to some positives from the removal of grandfathered commissions....

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Financial planning

Fiducian Financial Services has added six new franchisees to its financial planning network, including a significant Wollongong planning business....

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Financial planning

Advisers helping clients with estate planning may need to consider more than they bargained for, with funeral plots and burial rites often causing headaches when inadequa...

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Financial planning

The Federal Government has reinforced its intention to prohibit the deduction of advice fees from MySuper accounts at the same time as signalling more flexibility around ...

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Features

Technology can provide a helping hand for financial advice businesses adjusting to the post-Royal Commission industry landscape, Oksana Patron finds....

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Features

Oksana Patron writes that while the ending of grandfathered commissions was touted to destroy the financial advice industry, Money Management’s recent online survey shows...

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Financial planning

FASEA will provide guidance to planners facing both the exam and Code of Ethics but hasn’t confirmed how long before the professionalisation regime kicks in in full force...

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Financial planning

Platinum Asset Management has recorded close to a 30 per cent decline in revenue for the six months to 31 December, 2018, compared to the corresponding period a year ago....

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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 1 week 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 6 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 6 days ago

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

1 week 2 days ago