FINANCIAL PLANNING

Financial planning

Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...

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Financial planning

Questions are being raised over financial advisers’ focus on traditional products, with a survey showing more than half of respondents viewed specialist risk as a priorit...

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Financial planning

FPA aims to grow members and boost consumer engagement with NAB Wealth executive hire....

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Financial planning

A Budget user-pays approach to financial services regulation could hit licensee and other planning costs....

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Policy & Regulation

Despite the efforts of licensees to promote succession planning, only a fifth of financial planners have a comprehensive roadmap in place, a survey has revealed. ...

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Financial planning

Financial services is one of last professions to outsource routine procedures to improve productivity....

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Superannuation

A roundtable has agreed that Australia needs a Government-sanctioned retirement incomes adequacy index and a shift from lump sums to income streams....

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Life/Risk

AMP chief executive Craig Meller has told shareholders the company is re-engineering its insurance business, believing recent customer behaviour may be here to stay....

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Editorial

NAB has reported a solid half-year, with its new NAB Wealth team being cited as gaining traction....

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Financial planning

Fiducian spends $1.31 million on purchase of client base....

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Editorial

While many Australians will resent a Federal Budget which includes a lifting of the pension age to 70, such a move is likely to generate plenty of business and new produc...

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Funds management

Over the past 12 months the global equities sector has seen the highest number of new product entrants since before the onset of the global financial crisis....

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Superannuation

With the increased scrutiny of self-managed super funds (SMSF) from the regulator, the soon-to-be-introduced penalty regime for trustees and the increasing diligence of S...

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Financial planning

As Commonwealth FP again finds itself in the media spotlight, the FPA has defended the manner in which it has handled members who broke bad....

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Financial planning

FPA honours ‘first lady of financial planning’, Gwen Fletcher, by giving her name to a CFP-related award...

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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 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....

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

4 days 16 hours ago