FINANCIAL PLANNING

Financial planning

While regulators copped the brunt of advisers’ angst last year, it’s technology that’s driven change in the industry, and it will be what dictates the value of financial ...

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Life/Risk

Adelaide accounting and wealth advisory firm, Perks has announced the acquisition of life risk specialists, Simmons Moore....

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Financial planning

New comprehensive advice solution, CCUBE Integrated Wealth, has launched as an alternative to adviser-favourite, XPLAN. ...

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Financial planning

The advice industry can rally from the Royal Commission’s fall-out by uniting around positive stories, according to a Dow Jones executive who saw the US industry undergo ...

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Policy & Regulation

The banks would be compelled out of the wealth management industry and AMP would have to break up its operations under policy proposals flagged by the Australian Greens i...

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Financial planning

Legislation to implement the recommendations of the Banking Royal Commission should be treated with diligence and rigor, according to Financial Services Council chief exe...

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Financial planning

Challenger Limited has confirmed the degree to which the negative perception of advisers generated by the Royal Commission is hitting its bottom line....

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Financial planning

A number of AMP financial planners have been calling on their representatives to press the company for pre-Royal Commission valuations to be applied to Buyer of Last Reso...

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Financial planning

Challenger Limited has hit choppy waters with challenging market conditions dragging on its half-year profit....

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Policy & Regulation

Two former Macquarie advisers have seen their banning periods by the Australian Securities and Investments Commission reduced, following an appeal to the Administrative A...

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Financial planning

The Financial Adviser Standards and Ethics Authority has released the legislative instrument underpinning the financial planner Code of Ethics....

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Funds management

Millennial investors take a very different attitude when it comes to investing compared to their baby boomer parents, according to a Legg Mason survey....

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Policy & Regulation

The Australian Securities and Investments Commission has confirmed hundreds of firms operating in the Australian financial services industry are affected by the United Ki...

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Features

Debate has been raging about the impact of the Financial Adviser Standards and Ethics Authority’s professionalisation regime since its inception. While many advisers plan...

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Expert Analysis

As vital as business development is to the successful management of a financial planning practice, it often falls by the wayside. Ray McHale outlines how to complete a br...

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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 1 week 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 1 week 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 1 week 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 6 days 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 6 days ago

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

1 week 2 days ago