FINANCIAL PLANNING

Financial planning

Amid Federal Opposition calls to extend the Royal Commission real questions are being asked about key elements of the Financial Adviser Standards and Ethics Authority reg...

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Financial planning

While Australian wealth is growing faster than debt, with Roy Morgan finding average net wealth was 30.5 per cent higher in 2017 than in 2007, the rich are getting richer...

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Financial planning

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has highlighted a toxic sales culture and a failure to regulate wrongd...

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Policy & Regulation

Financial services licensees rather than individual planners are facing the most change likely to result from the preliminary findings of the Royal Commission into Miscon...

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Financial planning

An integrated ecosystem of fintechs as opposed to singular siloed technologies is the way of the future, according to Avaloq. ...

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Financial planning

Major superannuation industry body, the Association of Superannuation Funds of Australia, says that grandfathered planning commissions should be outlawed after a 12-month...

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Financial planning

Licensees should be required to annually report the make-up of financial services practice income so that the extent of grandfathered commissions can be properly assessed...

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Financial planning

Financial services education group, the Portfolio Construction Forum, has urged the Financial Adviser Standards and Ethics Authority to move its proposed CPD regime beyon...

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Financial planning

The Financial Planning Association has banded with Financial Executive Women to promote mentoring opportunities for women in the planning industry and support them in the...

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Top 100

Despite much turbulence and against the backdrop of the Royal Commission, financial planner numbers look strong, as Oksana Patron discovers in the Money Management TOP 10...

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Expert Analysis

As Australia’s population, and planners’ client base, grows increasingly older, advisers need to be positioned to give guidance on powers of attorney, statutory wills and...

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Expert Analysis

With aged care a key policy issue for providers and the Government alike at the moment, Troy Smith looks at the intricacies of applying and getting approved for home care...

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Expert Analysis

With another round of Royal Commission hearings having drawn to a close and proposed education reforms remaining somewhat unknown, Matt Swieconek looks at how the changes...

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Financial planning

The Australian Taxation Office has revealed that Project DO IT provided “valuable intelligence” about financial institutions and advisers that may have been involved in o...

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Financial planning

Investors could soon train their brains to resist the urge to hold onto bad investments with a new program developed by Monash University researchers. ...

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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 ...

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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 ...

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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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