FINANCIAL PLANNING

Financial planning

Addwealth Financial Services has had its licence cancelled by the Australian Securities and Investments Commission....

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Financial planning

A lack of regulation around property investment in Australia, particularly in regards to SMSFs, is jeopardising the retirement savings of millions, according to PIPA....

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Financial planning

Eight-five per cent of financial planning practices do not formally ask their clients for feedback, according to Business Health director Terry Bell....

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Financial planning

Will the renewed optimism in the financial services industry bring on more jobs and higher salaries? What can financial planners hope for in terms of career opportunities...

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Financial planning

Almost two-thirds of small businesses are optimistic about their sales growth over the next 12 months, according to the latest Bibby Barometer survey. ...

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People & Products

NAB chief executive Cameron Clyne told a press conference in Sydney that Steve Tucker's departure as head of MLC was a mutual decision, flagging new plans for the bank's ...

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Financial planning

Advisers are focused on compliance in the lead-up to the FOFA deadline at the expense of marketing and business development, says The Advice Exchange....

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Accounting

Accountants unhappy with constraints imposed by APES 230 are looking to a less fettered IPA....

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Financial planning

Financial advisers practising within managed discretionary account (MDA) arrangements may seek the stability of a larger, more established MDA operator in order to meet A...

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Financial planning

In response to a lack of dealer group support for responsible investments, a group of financial planning practices has come together to push the ethical investing agenda....

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Life/Risk

Synchron’s Don Trapnell calls for proof to justify ASIC’s concern on churn....

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Financial planning

A new Association of Financial Advisers white paper has uncovered what good financial planning practices do well - but also what they need to improve on. ...

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Financial planning

Financial Planning Services Australia (FPSA) has engaged consultative firm The Encore Group to drive business growth and FOFA (Future of Financial Advice) readiness....

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Financial planning

Lingering legislative uncertainty around FOFA has led investment platforms to reduce spending by $30 million in 2012, according to a new report by Investment Trends....

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Financial planning

ASIC Commissioner Peter Kell suggests embracing the purpose of FOFA is necessary for planning to become a profession....

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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 5 days ago

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

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....

2 weeks 5 days ago