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FINANCIAL PLANNING
Funds management
Only one tenth of new ETF investors receive financial advice, according to the BetaShares/Investment Trends ETF Report. ...
Editorial
With shrinking planner interest and very few product suppliers left in the market, the reverse mortgage sector is screaming for attention, Andrew Tsanadis writes. ...
Editorial
NAB half-year result better than solid, but wealth division report points to departure of under-performing planners....
Editorial
AMP has driven solid cashflows out of its platform acquisitions, but planning firm flows prove patchy....
Editorial
An important statistical snippet came to light during the hearings into legally enshrining the terms ‘financial planner/adviser’ – nearly 50 per cent of planners/advisers...
Financial planning
AusUnity PFS has added 35 advisers to its network in the last 12 months, but also had to turn away quite a few, according to CEO Steve Davis....
Editorial
There has been plenty of debate around the implications flowing from the limited licensing arrangement for accountants, but Greg Holman argues it can be a win-win for acc...
Financial planning
Australian Financial Services ends its run as licence cancelled under voluntary administration....
Superannuation
New white paper points to planning opportunities and a problematic vertically-integrated model....
Financial planning
Former Australian Financial Services chief executive Peter Daly will step into the top job at the newly formed Beacon Financial Group following the pending merger of The ...
Superannuation
If the Government’s super tax changes ever make it into law, they are likely to create planning opportunities....
Financial planning
ASIC deputy chair Peter Kell has cautioned dealer groups on hiring planners who previously worked for dodgy advice practices....
Financial planning
Mortgage Choice has expanded to become a broad financial services provider by setting up a referral relationship with Allianz to provide general insurance. ...
Financial planning
Advisers should use Heart Week to educate their clients about the costs of heart disease and the need to take preventative measures, according to Macquarie Life....
Financial planning
An ANZ survey has found that although the majority of Australians know the importance of a long-term finance plan, not many are seeking out professional advice....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....