FINANCIAL PLANNING

Financial planning

Russell Investments has signalled a renewed focus on the superannuation and life insurance sectors via the appointment of Jodie Hampshire as its new head of institutional...

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Superannuation

SPAA is urging SMSFs to get quality advice after the ATO announced it would increase its monitoring of the sector. ...

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Financial planning

The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...

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Financial planning

An independent expert will monitor the way PIS gives financial advice for the next nine months to ensure the group meets the standards set out in the Enforceable Undertak...

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Financial planning

The chairman of the Senate Committee reviewing ASIC laments that its greatest successes appear to have occurred after the damage has already been done....

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Superannuation

Industry super funds appear to be making desperate attempts to retain those members most likely to break away and set up a self-managed super fund, as Damon Taylor report...

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Financial planning

Difficulties in securing finance will deplete independent planner space....

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Financial planning

ASIC signals it will look to the most senior levels when it detects a bad compliance culture....

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Financial planning

There are divergent views, but Barry Lambert believes licensing may mean planners will have to figure out how to stop accountants from taking their clients....

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Superannuation

SPAA welcomes changes to the tax treatment of non-reversionary pensions....

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Editorial

The financial services industry’s approach to post-retirement has long been regarded as stale. Critics’ voices have become ever louder and, as Janine Mace reports, the in...

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Financial planning

The so-called “fifth pillar” of Australia’s banking sector, AMP, now owns the two biggest dealer groups in Australia....

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Life/Risk

Some progress appears to be being made towards finding common ground on life/risk sustainability and churn....

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Financial planning

Count founder Barry Lambert predicts in Money Management that commercial reality and the FOFA changes will precipitate the disappearance of more AFSLs....

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Accounting

A new ICAA white paper argues the case for a new Government to recognise the ability of accountants to rebuild community trust in the financial services industry....

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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 ...

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....

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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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