FINANCIAL PLANNING

Financial planning

YBR extends product into planner and Asian markets....

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Financial planning

Convergence among advice providers will be restricted by control of distribution channels by product manufacturers....

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Superannuation

The FSC has warned that around 500,000 people could have their superannuation-related insurance impacted by lifting the lost-member super threshold to $6000....

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Financial planning

Successful succession planning requires a mix of research, preparation and experimentation, explains Simon Harris....

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Funds management

ETF investments have shot up 50 per cent in the last year, but the bulk of the traffic is still not driven by advisers, a report shows....

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Editorial

Mike Taylor writes that ASIC chairman Greg Medcraft has laid out how the regulator sees the future of financial planner education – and the challenge will be how the indu...

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Funds management

Dealer group head questions whether bank cross-subsidisation of dealer group services represents anti-competitive behaviour....

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Policy & Regulation

The proposed scrapping of FOFA’s conflicted remuneration ban could give planners the green light to offer general advice - but they should still approach with caution, a ...

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Policy & Regulation

The Assistant Treasurer, Senator Arthur Sinodinos, says the regulatory changes to FOFA will be ready by the end of this month....

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Editorial

Listed financial planning and funds management group Fiducian Portfolio Services reported a consolidated after tax profit of $1.85 million in their half year results....

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Financial planning

Financial planning industry veteran Gwen Fletcher passes away aged 94....

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Policy & Regulation

Financial planners unlikely to face legal action on FOFA amendment-related advice, with courts recognising FOFA uncertainty....

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Financial planning

Planners need to make sure clients have realistic expectations of retirement, not just financially but also in terms of their personal goals....

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Editorial

Perpetual posts strong first half and justifies Trust Company acquisition....

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Financial planning

Despite financial planning being the most valued service offered by a super fund, only a small percentage of members use it....

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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....

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 10 hours ago