FINANCIAL PLANNING

Financial planning

Warning that FOFA fee disclosure requirements will create more problems than they fix....

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Financial planning

The financial advice industry is mourning the loss of Synchron founder and director Paul Riegelhuth, who died late last week after an accident at his home on Sunday 28 Ap...

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Editorial

BT Financial Group’s performance has helped drive a solid first-half performance for Westpac....

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Financial planning

It may have been more than a year since the Industry Super Network (ISN) toned down its television advertising impacting financial planners, but they continue to suffer a...

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Financial planning

Westpac’s half-year results give a glimpse of what its planner growth strategy has cost....

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Superannuation

Boutique fund managers are trying to grab a slice of the ever-growing self-managed super fund (SMSF) pie, but some are questioning whether it is worth the effort. ...

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Superannuation

Small business owners who aren't earning enough taxable income to contribute to super should consider other alternatives and avoid the additional legislative risk of supe...

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Life/Risk

Former HFA Asset Management boss Oscar Martinis has established a new planner and accountant-oriented insurance offering....

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Financial planning

SEQUAL has launched an updated version of its reverse mortgage education program that takes into account the broader seniors home equity release market....

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Funds management

Financial planners should consider specialising in property investment to take advantage of current market forces, according to Property Investment Professionals Associat...

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Editorial

With the Federal Budget, end of financial year and Federal Election looming, the financial planning industry is still facing a number of critical legislative loose ends. ...

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Financial planning

Financial advisers’ behaviour flagged after complaints of inappropriate advice....

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Financial planning

The Financial Planning Association has seen a significant change in member demographics over the past 12 months, with an increasing number of young planners joining the a...

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Financial planning

Securitor rolls out a group-wide social media capability, with plans to use the platforms for professional development and technical training as well as providing a furth...

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Financial planning

Whittaker Macnaught advisers will have to open a practice under Financial Wisdom if they wish to retain their clients after CBA closes the advice business on 30 June....

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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....

2 weeks 6 days ago