FINANCIAL PLANNING

Financial planning

The latest report of the Banking Code Compliance Monitoring Committee has revealed that the number of complaints relating to financial advice was barely discernible when ...

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Financial planning

Established and well-respected advice firms have little to fear from the Royal Commission, according to a new white paper from ClearView....

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Financial planning

Almost all Australians balancing family responsibilities and financial wellbeing believe they’re better off because of financial advice, according to a new Perpetual stud...

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Financial planning

The Asia-Pacific region has fuelled the global high net-worth investor population, but investors’ satisfaction with wealth management firms is low, according to new resea...

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Financial planning

AMP Limited acting chief executive, Mike Wilkins has confirmed the firm is facing more fees for no service remediation challenges after discovering new breaches as recent...

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Superannuation

The Royal Commission has heard that the time-table attaching to the AMP superannuation fund boards’ decision to cut MySuper fees by 50 basis points was devised elsewhere ...

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Financial planning

AMP’s chief executive, Michael Wilkins, has told the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry that education has be...

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Financial planning

NAB chief executive, Andrew Thorburn, has defended some fees for no service charged by the bank as a “process issue” rather than dishonesty, as he came under fire at the ...

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Policy & Regulation

Authorised advisers need to make sure they’re on ASIC’s Financial Advisers Register by the end of the year, before new professional standards take effect, or risk being t...

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Financial planning

Clime Investment Management has launched further into the planning space with Clime Private Wealth aimed squarely at high net worths....

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Financial planning

Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single up-to-date view of wealth in the SMSF and non-supe...

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Financial planning

At the same time as confirming Westpac has lost around half its authorised representatives since 2015 the bank’s chief executive has also confirmed a proposed industry so...

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Financial planning

The Institute of Managed Accounts Professionals has told the Royal Commission that managed accounts should be regarded as a form of advice rather than as a product....

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Financial planning

The Financial Planning Association of Australia has recognised Australia’s top financial planners at its 2018 FPA Awards....

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Financial planning

Technology was a focus of the first day of the FPA’s Professionals Congress yesterday, with the organisation both releasing a fintech buyers guide and a new app to match ...

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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 1 week 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 1 week 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 1 week 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....

3 weeks 6 days 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 6 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

1 week 2 days ago