FINANCIAL PLANNING

Financial planning

The FPA and academics have come together to launch the first round of financial planning research grants for academics....

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Financial planning

Investors belonging to particular age groups are more satisfied with their financial planners than others....

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Financial planning

Regulator spends big but earns its keep for Commonwealth...

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Financial planning

Grandfathering has the potential to split the ranks of financial planners into two camps. ...

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Financial planning

ASIC’s investigation of the Commonwealth Financial Planning (CommFP) scandal lacked the resources and scope to properly compensate all affected clients, a law firm believ...

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Life/Risk

ASIC has made it clear it would like to see life insurance commissions banned as it would be the most effective way of combating churn, according to The Fold Legal managi...

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Funds management

Drip-feeding savings into the share market could cushion wary investors from market volatility while increasing their yields over time, a wealth adviser believes. ...

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Financial planning

Legal costs in appeal set to consume client payment despite ruling in their favour. ...

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People & Products

Netwealth Advice Group (NAG) has appointed a new executive to the position of head of operations....

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Financial planning

Financial advisers are often frustrated with lack of return on investment on their social media effort, according to head of i-Impact Group Claudio Pannunzio....

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Financial planning

The wealth management industry should not only embrace digital technology but redesign its business model around the connected customer, according to a research paper....

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Financial planning

Social media has been heralded as the next big thing for some time now, but to make it work in their industry planners need to approach the medium differently, writes And...

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Editorial

As the shadow of the Global Financial Crisis finally passes, the popular ‘safety in cash’ philosophy seems to have departed too. But with an ageing population and the mem...

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Accounting

A growing number of accountants have a favoured financial planner to feed their self-managed superannuation fund (SMSF) clients to, a survey has revealed....

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Editorial

Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...

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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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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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