FINANCIAL PLANNING

Financial planning

Financial planning broker firm Radar Results has been placed in liquidation as a result of an internal restructure....

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Financial planning

AMP-owned dealer group ipac is is looking to further tap into the accumulator client segment by building advice capabilities to support this market. ...

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Financial planning

An increasing number of financial planners want to take a more active role in estate planning for their clients. Here’s what they should do, writes Anna Hacker. ...

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Editorial

There would have been many in the Australian accounting community who last week breathed a sigh of relief when they read the documents to be dealt with by the APESB at it...

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Financial planning

Former CEO of Colonial First State Brian Bissaker will head up the newly acquired Virgin Money Australia, BOQ has announced....

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Financial planning

Equity Trustees is planning to grow its internal and external distribution base and has recruited a new national manager of advice and personal services....

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Financial planning

Centric Wealth has released the findings of its first advisory group meeting – and they provide a welcome news on fees for the industry, says chief executive Phil Kearns....

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Financial planning

Industry commentators claim low-cost dealer groups could be an accident waiting to happen....

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Financial planning

Financial advisers have echoed concerns by the Australian Lawyers Alliance that super tax changes will impact those who are catastrophically disabled, calling on the FPA ...

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Funds management

A cautious approach to an improving yet still volatile market is causing a boom in beta-oriented and defensive investment products, according to Investment Trends....

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Funds management

Bullish outlook for equities has sparked interest in tailored structured products, according to Instreet Investment Management managing director, George Lucas. ...

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Funds management

ETF usage in model portfolios is exploding, with OneVue noticing that ETF investment on its unified managed account platform has more than tripled over the last nine mont...

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Financial planning

Equity Trustees’ Anna Hacker warns of the consequences of appointing an executor without considering the consequences....

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Superannuation

The financial services industry is calling for a bipartisan approach to the newly announced super changes, with many raising concerns about complexity. ...

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Accounting

The APESB has agreed on the amended version of the controversial APES230 standard. ...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

5 days 10 hours ago