FINANCIAL PLANNING

Financial planning

FPA links to industry fund on referrals to FPA Professional Practices....

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Funds management

New MLC research confirms women more worried than men about retirement savings adequacy....

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Life/Risk

CommInsure’s Tim Browne says the company had stopped using the word ‘churn’ because it doesn’t accurately represent the underlying issue, which is policy design....

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Financial planning

Bank executive confirms impact of grandfathering on practice funding. ...

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Financial planning

A record number of women competed for professional recognition and a cash prize in AMP’s annual University Challenge. ...

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Accounting

The IPA confirms its break with APES 230 with the formalisation of its own Pronouncement 11....

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Financial planning

Assistant Treasurer Arthur Sinodinos flags what could be a lengthy process to FOFA changes....

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Financial planning

One in four existing Mortgage Choice franchise owners have signalled their intentions to start a financial planning franchise....

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Financial planning

With internet speeds increasing and the adoption of mobile technology expanding, financial advisers face a big challenge when it comes to staying relevant in social media...

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Financial planning

The FPA has written to the Government seeking clarity around grandfathering and urging a tax deduction for the provision of initial advice....

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Life/Risk

Wealth management firm Centric Wealth has cautioned investors against buying life insurance products online, as their complexity could result in a claim being rejected....

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Financial planning

Rubik Financial has released the latest version of its COIN financial planning software following its integration with scaled advice solutions provider Provisio Technolog...

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Financial planning

New wealth insights data confirms planner sentiment has been rising on the back improved investor sentiment....

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Superannuation

Centric Wealth's Adam Pearsall argues that using the right investment structure is vital for maximising the effectiveness of assets....

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Funds management

Financial planners will be able to access funds directly, bypassing platforms, via new execution-only service nearing launch....

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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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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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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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