FINANCIAL PLANNING

Financial planning

Independent advice could cease to exist if planning laws continue to back institutions’ current charge of acquisitions, an adviser fears. ...

image
Financial planning

Sentry Financial Services to write to SMSF clients after ASIC surveillance of corporate authorised representative...

image
Financial planning

Real estate agents, mortgage brokers, bank employees and SMSFs should all be subject to common regulation, according to Chan and Naylor’s David Hasib....

image
Financial planning

ISA chief executive, David Whiteley, has accused the major banks of lobbying for the return of sale commissions for financial advice....

image
Financial planning

The FPA signals a 10-point plan which would see product-related advice subject to regulation and salespeople precluded from being called financial planners/advisers....

image
Financial planning

ANZ will bring financial planning to retail shop fronts as part of a pilot program to showcase its range of advice options....

image
Financial planning

Financial planning practices on the market are being heavily overpriced because their sellers have failed to adopt a profit-based skew, a broker believes. ...

image
Financial planning

An embarrassed ASIC has imposed license conditions on Comm FP and Financial Wisdom as short-comings in compensation arrangements are revealed....

image
Financial planning

FPA uses Comm FP’s continuing troubles to restate case for separating product from advice....

image
Financial planning

The Institute of Managed Account Providers will be telling planners about their options in a national roadshow starting in June. ...

image
Financial planning

IOOF managing director Chris Kelaher says it will be business as usual for SFGA clients following acquisition....

image
Financial planning

IOOF will acquire SFG Australia in a $670 million transaction....

image
Editorial

When Money Management’s sister publication, Super Review, conducted a Post-Retirement and Ageing Forum in Sydney, it served to underline why the superannuation sector nee...

image
Editorial

With traditional asset choices no longer offering the portfolio diversification they once did for Australian investors, Alexander McNab makes the case for alternative ass...

image
Financial planning

ASIC has accepted an enforceable undertaking from a Gold Coast advisory group related to deficiencies in monitoring and supervising its planners...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 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 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 1 day 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 1 day ago

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

4 days 16 hours ago