FINANCIAL PLANNING

Financial planning

Financial advisers are still not addressing longevity risk and having conversations with clients about what they will do if they live too long, according to one speaker a...

image
Financial planning

The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...

image
Policy & Regulation

Tasmanian Liberal Senator, David Bushby has explained the high cost for planners in complying with an unamended FOFA regime....

image
Financial planning

The margin lending industry looks set to rebound, with two thirds of brokers looking to increase their activity in the next 12 months, research shows....

image
Financial planning

ASIC will seek to ban management figures in financial planning firms that are involved in advice failures....

image
Accounting

The ICAA has defended the ATO’s SMSF jurisdiction while suggesting consumers need to take more responsibility for their advice outcomes....

image
Financial planning

New research confirms superannuation has been the driver for financial services growth and that financial planners still suffer from negative perceptions....

image
Policy & Regulation

ISA chief executive David Whiteley calls for Government’s pause to be used to develop constructive consensus on FOFA....

image
Financial planning

Milana Pokrajac explores the pluses and minuses of vertically integrated dealer groups and the concept of a so-called ‘benign institution’....

image
Financial planning

Milana Pokrajac examines the advantages and disadvantages of vertically integrated advice compared to self-licensing and non-aligned advice....

image
Financial planning

With the surge of online technologies reducing face-to-face time at a rapid pace, financial planners must make sure the push towards efficiency doesn’t come at the cost o...

image
Financial planning

While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...

image
Financial planning

As the June 30 deadline for the aged care reform package quickly approaches, Anna Lawton looks at how the changes will affect planners and their clients. ...

image
People & Products

A new recruitment search is underway as a result of Michael Carter resigning his position as Bridges CEO....

image
Financial planning

A new planning association has been launched, promising to help advisers deliver real return strategies against the backdrop of increasing regulation. ...

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 12 hours ago