FINANCIAL PLANNING

Financial planning

Genesys Wealth Advisers has expanded it adviser numbers by 26 since May, adding four new practices to boost its adviser numbers to nearly 200. ...

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Financial planning

A new agreement will see Future2 Foundation become the charitable foundation of the FPA. ...

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Financial planning

Well-known financial services lawyer Peter Bobbin and his firm are now part of a wider legal and wealth management group after its parent company purchased a financial ad...

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Editorial

The Association of Financial Advisers was right to open talks with Treasury officials around the status of grandfathering when planners move between one licensee and anot...

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Financial planning

Matrix promotes two staffers and outsources paraplanning...

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Financial planning

Dealer group recruitment is mostly frozen until after the Federal Election when grandfathering can be clarified. ...

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Financial planning

Planner sentiment has taken a dive over the last three months and there is more than one reason for it, according to Wealth Insights....

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Financial planning

Listed technology provider posts modest half-year profit....

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Superannuation

SMSF representative bodies will be included in a forum being convened in an effort to create a common approach to superannuation policy in Australia. ...

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Superannuation

Sequencing risk can have a catastrophic impact on a SMSF, according to Michael E. Drew, professor of finance at Griffith University and partner at Drew, Walk & Co. ...

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Financial planning

Industry silent as public makes feelings on ASIC known. ...

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Financial planning

Legacy products and commission payments associated with them will continue to be a factor in adviser remuneration, but that doesn’t mean the conflict will remain, accordi...

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Financial planning

Key elements of the Government’s financial services agenda have been rendered still-born by the election....

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Financial planning

The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...

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Financial planning

Industry body Boutique Financial Planners has called for clear disclosure of licensee ownership after Roy Morgan research revealed a large percentage of consumers were no...

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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 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 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 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 ago

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

4 weeks 1 day 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 ago