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 ...

Life/Risk

Adelaide wealth specialist buys life risk firm

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

Financial planning

New advice tech to rival XPLAN

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

Financial planning

Unity and industry participation key post-RC

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 ...

Policy & Regulation

Greens would compel banks out of wealth management

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...

Financial planning

Financial system reform needs rigor: FSC

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

Financial planning

Challenger feels advisers’ pain

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

Financial planning

Planners want pre-RC BOLR valuations

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...

Financial planning

Volatility impacts Challenger result

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

Policy & Regulation

AAT reduces advisers’ bans by 8.5 years

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

Financial planning

FASEA releases final code arrangements

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

Funds management

Millennial investors are very different from baby boomers

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

Policy & Regulation

Hundreds of firms in Australia affected by Brexit

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

Features

Planners unhappy with FASEA’s regime

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...

Expert Analysis

Accelerate Your Practice Growth in 2019

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...