FINANCIAL PLANNING

Financial planning

Mortgage Choice sells off part of its business to focus on financial planning arm and other new initiatives. ...

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Financial planning

FPA chief executive Mark Rantall says planners still want clarity around the TASA requirements....

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Financial planning

New online advice platform offers full financial plans for as little as $199....

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Life/Risk

The risk insurance industry is often defined by its challenges, with under-insurance, lapse, regulation and competing direct propositions unlikely to disappear. Despite t...

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Editorial

SFGA looks to expand into trusteeship arena while continuing to grow its planning footprint. ...

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Editorial

IOOF chief executive Chris Kelaher signals the company will look for growth off the back of a solid result underpinned by advice and inflows. ...

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Superannuation

Generation Y are disengaged with their super and planning advice and rely on employers and families for investment advice. ...

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Financial planning

The FPA warns the Government some FOFA amendments could re-introduce commissions into the advice space and increase the risk of mis-selling. ...

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Financial planning

Aligned and non-aligned advice should be covered by separate legislation and definitions, according to an advice business broker....

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Editorial

The strong performance of AMP’s financial planning business was not enough to offset a “challenging” year in the life insurance sector. ...

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Funds management

Some Australian-based fund managers have been forced to refine their distribution strategies as a result of consolidation in the financial planning sector - something whi...

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Financial planning

Hiring certified financial planner (CFP)-qualified financial advisers has led to a less than 1 per cent client attrition rate per annum, State Super Financial Services sa...

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Financial planning

Adviser associations support the creation of an adviser register but reject an exam as an inadequate measure of adviser competencies. ...

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Editorial

As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...

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Financial planning

Greg Medcraft says financial planning needs to undergo further cultural change, as the sector remains one of the riskiest regulated by ASIC. ...

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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 8 hours ago