FINANCIAL PLANNING

Financial planning

WHK suffers flat six-month result as planning demand shows limited recovery....

Superannuation

Membership to the Self-Managed Super Fund Professionals’ Association of Australia (SPAA) has jumped by 50 per cent in less than a year....

Policy & Regulation

The principles of the Future of Financial Advice (FOFA) reforms should be extended across a broader range of financial services roles and products, and not just stop at f...

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Financial planning

The independents in the House of Representatives have become the target of lobbying efforts on the part of the financial planning industry....

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Financial planning

Questions have been raised about the motives of industry superannuation funds offering financial planning services, with the industry defending itself against suggestions...

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Financial planning

The FPA welcomes continued primacy of ASIC in regulating planners on tax advice....

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Editorial

Financial planners may be upset with Club Plus' Paul Cahill for some of his recent comments, but they should embrace his acknowledgement of the value of advice, Mike Tayl...

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Funds management

Yellow Brick Road Wealth Management has launched its own term deposits, claiming to be the first non-bank in Australia to do so....

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Superannuation

Representatives of some financial planning industry bodies have expressed anger over the lack of planner representation on the newly formed Stronger Super Peak Consultati...

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Editorial

Milana Pokrajac takes a look at recruitment in the wake of the GFC and considers the impact this has had on the job market....

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Financial planning

Club Plus Super's in-house financial planning service has proved to be invaluable, according to the company's chief executive Paul Cahill....

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Editorial

In an industry known more for conservatism than experimentation, social media has appeared as a minefield. But in the face of that risk, finance brands are making the lea...

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Editorial

With draft legislation resulting from the Future of Financial Advice reforms due out within months, Mike Taylor writes that much more is at stake than how financial plann...

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Financial planning

Institutions may claim that product biases in buyer of last resort (BOLR) agreements have been removed, but grandfathering arrangements have meant that, up to five years ...

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Financial planning

There is likely to be an increase in the number of Financial Planning Association (FPA) licensee members who provide mortgage broking services from the current level of a...

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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 ...

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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...

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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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