financial planning

Financial planning

While the Banking Royal Commission may have sent financial services industry members running for shelter, CFA Society President, Paul Smith, said a good crisis shouldn’t ...

People & Products

Mentor to launch real estate course

Mentor Education Group will launch a course in real estate in response to calls from accountants, brokers and financial planners. ...

Financial planning

CBA proves most popular amongst rich

The Commonwealth Bank is the most popular bank amongst the wealthiest 10 per cent of Australians, being the bank of choice for 36.7 per cent of those customers....

Financial planning

ASIC permanently bans former NAB branch manager

The Australian Securities and Investments Commission has permanently banned former NAB branch manager, Mathew Alwan....

Financial planning

Next gen to have a better conscience than their predecessors

The next generation will boost sustainable investing in the US, given that demand for such products is moderate at best as it stands. ...

Financial planning

ANZ provisions for customer remediation

ANZ may have sold its wealth business but the remediation costs continue to hit its balance sheet....

Editorial

RC’s preliminary report drives home the reality of perceptions

The Royal Commission’s preliminary report may be flawed when it comes to understanding the nuances of the industry but it should be accepted as an accurate reflection of ...

Features

Defining the differences in life

Synchron’s Don Trapnell explains why there are distinct differences between life/risk advisers and those providing holistic advice and why this should be recognised under...

Financial planning

Universities worried by FASEA’s reforms

Aussie universities have been left in the dark as the Financial Advisers Standards and Ethics Authority takes its time to roll out its proposed reforms....

Financial planning

BT reinforces platform pricing

BT has commissioned and promoted research validating its platform pricing....

Financial planning

Understanding emotions key to advice, a.i. says

Understanding some of the basic principles of behavioural science can help financial advisers to design better “advice experiences” for their clients, according to Advice...

Financial planning

RC lacks understanding of advice, says AFA

The Association of Financial Advisers has defended life/risk commissions and grandfathering while criticising the Royal Commission’s interim report, claiming it suggests ...

Policy & Regulation

Dover’s McMaster tells his own story

The director of now closed Dover Financial Planning, Terry McMaster, has written a series of articles defending his position and questioning the motivations and approach ...

Financial planning

Millennials spending less due to political turmoil, survey shows

Nearly half of millennials are spending less than six months ago and considering changes to their investment strategy due to ongoing political unrest and the Royal Commis...