FINANCIAL PLANNING

Financial planning

Financial planning dealer group WB Financial will soon dissolve and fold into the Commonwealth Bank-owned Financial Wisdom. ...

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Financial planning

Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....

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Accounting

Accounting bodies claim Government’s concessions to planners on TASA are a negative outcome for consumers....

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Financial planning

Financial planners are being stymied by anti-money laundering laws and the onerous administration tasks involved in transferring client funds from one term deposit to ano...

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Financial planning

The Federal Government has bowed to industry pressure by allowing planners breathing space on TASA transition....

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Editorial

Financial planners are required by regulation to hold Professional Indemnity insurance, but Oscar Martinis writes that notwithstanding the increasing cost of premiums, pl...

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Life/Risk

AFA insists any examination of churn and self-regulation must look beyond the adviser channel....

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Financial planning

While most of the financial services industry expects business activity to grow over the next year, most employers continue to remain cautious about increasing salaries i...

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Accounting

CPA and ICAA argue against any delay to TASA implementation, claiming it will generate consumer uncertainty....

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Accounting

Count Financial welcomes Parliamentary progress of limited licensing arrangements for accountants....

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Financial planning

FPA points to lack of regulatory information as reason for planner unpreparedness for FOFA. ...

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Financial planning

Wealth summit confirms US investors are just as tentative about getting out of cash as their Australian counterparts....

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Financial planning

The FPA has written to all members of Parliament stressing the level of unknowns impacting planners in the TASA bill....

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Financial planning

Having a successful discussion with clients about fees can revolve around emphasising service delivery rather than value....

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Life/Risk

The Federal Opposition says that so far as churn exists in the life/risk sector it should be subject to a self-regulatory approach....

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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....

2 weeks 6 days ago

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

4 weeks 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