FINANCIAL PLANNING

Financial planning

Overall satisfaction with financial planning software has reached a four-year high, with AdviserNETgain receiving the highest rating, according to a survey....

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Superannuation

Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...

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Financial planning

Finding a good adviser is 'almost a matter of chance' according to Vanguard head of corporate affairs and market development Robin Bowerman....

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Financial planning

Money Management is seeking readers' views on some of the organisations representing financial planners....

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Financial planning

Financial planners should be considering the age pension as part of their clients' financial risk model, according to Towers Watson Australian investment strategy head Ti...

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Editorial

Amid the fall-out from Trio Capital it has been suggested that financial planners be required to warn clients establishing SMSFs that they are entering a higher risk envi...

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Financial planning

Financial planning licensee Capstone has announced further enhancements to its XPLAN advice technology platform to deal with FOFA changes....

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Financial planning

Confusion appears to be the outcome of the Government's failure to answer questions about the provision of intrafund advice in the latest tranche of Stronger Super draft ...

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Financial planning

AllMyFunds believes a need to economically service C and D clients and potential opt-in requirements will help it gain ground in the competitive financial planning softwa...

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Financial planning

ASIC has confirmed it has increased its efforts to better understand the inner workings of the financial planning industry by recruiting from within the sector....

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Financial planning

Bendigo Wealth’s phone-based scaled advice service has doubled from five to 10 wealth consultants in its first three months, with the group looking to expand it to includ...

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Financial planning

The Financial Planning Association has emphasised the positives, such as a recent boost to member satisfaction, in a member update from chief executive Mark Rantall....

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Editorial

In the wake of concerns about APRA's handling of the collapse of Trio Capital it has emerged that the regulator has little or no idea how well superannuation funds perfor...

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Financial planning

ASIC is taking ongoing regulatory action against a number of financial planners who 'breached the law' in relation to Trio Capital....

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People & Products

Plan B has appointed a new BDM as part of the company's strategy to grow its executive advisory offering....

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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....

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

3 weeks 5 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....

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