FINANCIAL PLANNING

Financial planning

The avalanche of financial planning changes in the last year has left institutions with more orphan clients than real clients, a veteran adviser believes. ...

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Financial planning

As the big banks move their focus away from advice, financial planners will most likely return to the non-aligned space, lawyer says....

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Financial planning

Almost a third of advised Australians last heard from their financial planner more than a year ago, which puts them “at risk” of switching, a report says....

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Financial planning

While the financial advice industry remains subject to much surveillance and scrutiny, the regulators are 10 years behind in bringing mortgage brokers to task, some claim...

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Financial planning

Non-aligned planners can vertically integrate but not by using current business models....

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Financial planning

Managed discretionary accounts (MDAs) should be customised for individual clients, both to manage diverse expectations and meet new regulatory guidelines, an adviser says...

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Financial planning

Planners are losing opportunities to offer scaled advice at lower costs by using traditional modelling software....

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Financial planning

The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...

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Financial planning

Financial planners will need to spend a considerable amount of time building new models to help their clients navigate incoming aged care legislation, according to an ins...

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Life/Risk

Disparities between the premiums on inforce and new risk products causing problems....

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Financial planning

Consumer-dominated submissions reflect lack of confidence in watchdog. ...

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Financial planning

In order to ensure their clients are able to fund their own retirement, planners have the responsibility to actively encourage a healthy lifestyle, according to a financi...

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Superannuation

Industry funds lament Senate Committee's decision to abolish LISC as MRRT is removed. ...

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Superannuation

Industry funds are aligning with retail – but scale will make competition difficult....

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People & Products

ipac has made its final appointment to its leadership team, with Matthew Fogarty joining as head of advice and business optimisation....

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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 ...

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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 ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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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....

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ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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

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